JFFSX vs. GEQYX

In the year-to-date period, JFFSX achieves a 4.33% return, which is significantly higher than GEQYX's 0.84% return. Over the past 10 years, JFFSX has underperformed GEQYX with an annualized return of 8.08%, while GEQYX has yielded a comparatively higher 10.92% annualized return.

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JFFSX has a 0.25% expense ratio, which is higher than GEQYX's 0.12% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for JPMorgan SmartRetirement 2055 Fund (JFFSX) and GuideStone Funds Equity Index Fund (GEQYX). 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 JFFSX Sharpe Ratio is 0.67, which is comparable to the GEQYX Sharpe Ratio of 0.57. The chart below compares the historical Sharpe Ratios of JFFSX and GEQYX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

JFFSX's dividend yield for the trailing twelve months is around 2.20%, less than GEQYX's 3.79% yield.

The maximum JFFSX drawdown since its inception was -33.20%, smaller than the maximum GEQYX drawdown of -55.99%. Use the drawdown chart below to compare losses from any high point for JFFSX and GEQYX.

The current volatility for JPMorgan SmartRetirement 2055 Fund (JFFSX) is 3.76%, while GuideStone Funds Equity Index Fund (GEQYX) has a volatility of 4.83%. This indicates that JFFSX experiences smaller price fluctuations and is considered to be less risky than GEQYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.