JFFSX vs. FRAMX
Compare and contrast key facts about JPMorgan SmartRetirement 2055 Fund (JFFSX) and Fidelity Advisor Managed Retirement Income Fund Class A (FRAMX).
JFFSX is managed by JPMorgan. It was launched on Jan 30, 2012. FRAMX is managed by BlackRock. It was launched on Aug 30, 2007.
Performance
JFFSX vs. FRAMX - Performance Comparison
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JFFSX vs. FRAMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JFFSX JPMorgan SmartRetirement 2055 Fund | -2.09% | 17.86% | 12.29% | 22.28% | -18.52% | 17.50% | 15.35% | 32.68% | -9.82% | 21.84% |
FRAMX Fidelity Advisor Managed Retirement Income Fund Class A | 0.18% | 9.55% | 4.04% | 7.80% | -11.87% | 2.52% | 8.30% | 10.28% | -2.05% | 6.82% |
Returns By Period
In the year-to-date period, JFFSX achieves a -2.09% return, which is significantly lower than FRAMX's 0.18% return. Over the past 10 years, JFFSX has outperformed FRAMX with an annualized return of 10.57%, while FRAMX has yielded a comparatively lower 3.73% annualized return.
JFFSX
- 1D
- 2.77%
- 1M
- -5.56%
- YTD
- -2.09%
- 6M
- -0.32%
- 1Y
- 15.61%
- 3Y*
- 14.20%
- 5Y*
- 7.25%
- 10Y*
- 10.57%
FRAMX
- 1D
- 0.75%
- 1M
- -2.08%
- YTD
- 0.18%
- 6M
- 1.18%
- 1Y
- 7.30%
- 3Y*
- 5.92%
- 5Y*
- 2.18%
- 10Y*
- 3.73%
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JFFSX vs. FRAMX - Expense Ratio Comparison
JFFSX has a 0.25% expense ratio, which is lower than FRAMX's 0.70% expense ratio.
Return for Risk
JFFSX vs. FRAMX — Risk / Return Rank
JFFSX
FRAMX
JFFSX vs. FRAMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan SmartRetirement 2055 Fund (JFFSX) and Fidelity Advisor Managed Retirement Income Fund Class A (FRAMX). 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.
| JFFSX | FRAMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.02 | 1.64 | -0.62 |
Sortino ratioReturn per unit of downside risk | 1.53 | 2.30 | -0.77 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.33 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.44 | 2.22 | -0.78 |
Martin ratioReturn relative to average drawdown | 6.47 | 8.81 | -2.34 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| JFFSX | FRAMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.02 | 1.64 | -0.62 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.42 | +0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 0.84 | -0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.68 | 0.50 | +0.18 |
Correlation
The correlation between JFFSX and FRAMX is 0.80, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
JFFSX vs. FRAMX - Dividend Comparison
JFFSX's dividend yield for the trailing twelve months is around 4.82%, more than FRAMX's 2.88% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JFFSX JPMorgan SmartRetirement 2055 Fund | 4.82% | 4.72% | 2.29% | 1.57% | 9.97% | 12.22% | 3.88% | 13.57% | 4.21% | 3.43% | 2.77% | 2.63% |
FRAMX Fidelity Advisor Managed Retirement Income Fund Class A | 2.88% | 2.77% | 2.77% | 2.58% | 4.26% | 3.31% | 2.23% | 2.37% | 4.40% | 8.26% | 1.42% | 1.42% |
Drawdowns
JFFSX vs. FRAMX - Drawdown Comparison
The maximum JFFSX drawdown since its inception was -33.20%, roughly equal to the maximum FRAMX drawdown of -33.94%. Use the drawdown chart below to compare losses from any high point for JFFSX and FRAMX.
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Drawdown Indicators
| JFFSX | FRAMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.20% | -33.94% | +0.74% |
Max Drawdown (1Y)Largest decline over 1 year | -11.11% | -3.45% | -7.66% |
Max Drawdown (5Y)Largest decline over 5 years | -25.78% | -16.31% | -9.47% |
Max Drawdown (10Y)Largest decline over 10 years | -33.20% | -16.31% | -16.89% |
Current DrawdownCurrent decline from peak | -6.62% | -2.47% | -4.15% |
Average DrawdownAverage peak-to-trough decline | -4.51% | -3.86% | -0.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.47% | 0.87% | +1.60% |
Volatility
JFFSX vs. FRAMX - Volatility Comparison
JPMorgan SmartRetirement 2055 Fund (JFFSX) has a higher volatility of 5.78% compared to Fidelity Advisor Managed Retirement Income Fund Class A (FRAMX) at 2.14%. This indicates that JFFSX's price experiences larger fluctuations and is considered to be riskier than FRAMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JFFSX | FRAMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.78% | 2.14% | +3.64% |
Volatility (6M)Calculated over the trailing 6-month period | 8.97% | 2.95% | +6.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.73% | 4.64% | +11.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.78% | 5.22% | +9.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.79% | 4.48% | +11.31% |