JBSSX vs. VSTSX

In the year-to-date period, JBSSX achieves a 3.56% return, which is significantly higher than VSTSX's 0.54% return.

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JBSSX has a 0.30% expense ratio, which is higher than VSTSX's 0.01% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for JPMorgan SmartRetirement Blend 2025 Fund (JBSSX) and Vanguard Total Stock Market Index Fund Institutional Select Shares (VSTSX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current JBSSX Sharpe Ratio is 1.10, which is higher than the VSTSX Sharpe Ratio of 0.69. The chart below compares the historical Sharpe Ratios of JBSSX and VSTSX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

JBSSX's dividend yield for the trailing twelve months is around 3.15%, more than VSTSX's 1.29% yield.

The maximum JBSSX drawdown since its inception was -21.91%, smaller than the maximum VSTSX drawdown of -52.42%. Use the drawdown chart below to compare losses from any high point for JBSSX and VSTSX.

The current volatility for JPMorgan SmartRetirement Blend 2025 Fund (JBSSX) is 1.92%, while Vanguard Total Stock Market Index Fund Institutional Select Shares (VSTSX) has a volatility of 4.96%. This indicates that JBSSX experiences smaller price fluctuations and is considered to be less risky than VSTSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.