JNSSX vs. JUEMX
JNSSX (JPMorgan SmartRetirement 2025 Fund) and JUEMX (JPMorgan U.S. Equity Fund R6) are both mutual funds - JNSSX is a Target Retirement Date fund managed by JPMorgan, while JUEMX is a Large Cap Blend Equities fund managed by JPMorgan. Over the past 10 years, JNSSX returned 7.89%/yr vs 15.64%/yr for JUEMX. Their correlation of 0.92 means they have usually moved in the same direction. JNSSX charges 0.25%/yr vs 0.44%/yr for JUEMX.
Performance
JNSSX vs. JUEMX - Performance Comparison
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Returns By Period
In the year-to-date period, JNSSX achieves a 4.24% return, which is significantly higher than JUEMX's 3.84% return. Over the past 10 years, JNSSX has underperformed JUEMX with an annualized return of 7.89%, while JUEMX has yielded a comparatively higher 15.64% annualized return.
JNSSX
- 1D
- 0.05%
- 1M
- -0.60%
- 6M
- 2.59%
- YTD
- 4.24%
- 1Y
- 9.97%
- 3Y*
- 9.73%
- 5Y*
- 4.37%
- 10Y*
- 7.89%
- ALL TIME*
- 6.51%
JUEMX
- 1D
- 0.72%
- 1M
- -0.64%
- 6M
- 3.08%
- YTD
- 3.84%
- 1Y
- 11.59%
- 3Y*
- 18.16%
- 5Y*
- 12.13%
- 10Y*
- 15.64%
- ALL TIME*
- 14.73%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
JNSSX vs. JUEMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JNSSX JPMorgan SmartRetirement 2025 Fund | 4.24% | 12.40% | 5.15% | 16.88% | -15.77% | 8.48% | 11.70% | 32.55% | -6.66% | 16.15% |
JUEMX JPMorgan U.S. Equity Fund R6 | 3.84% | 14.75% | 31.28% | 27.37% | -18.74% | 28.66% | 26.70% | 32.40% | -5.80% | 21.70% |
Correlation
The correlation between JNSSX and JUEMX is 0.89, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.89 |
Correlation (3Y) Balances recent behavior with more history. | 0.86 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.88 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.90 |
Correlation (All Time) Calculated using the full available price history since Nov 30, 2010 | 0.92 |
The correlation between JNSSX and JUEMX has been stable across timeframes, ranging from 0.86 to 0.92 - a consistent structural relationship.
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Return for Risk
JNSSX vs. JUEMX — Risk / Return Rank
JNSSX
JUEMX
JNSSX vs. JUEMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan SmartRetirement 2025 Fund (JNSSX) and JPMorgan U.S. Equity Fund R6 (JUEMX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| JNSSX | JUEMX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.75 | ||
| Sortino ratioReturn per unit of downside risk | +1.04 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.14 | +0.14 |
| Calmar ratioReturn relative to maximum drawdown | 1.85 | 0.81 | +1.05 |
| Martin ratioReturn relative to average drawdown | 7.83 | 3.11 | +4.73 |
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Drawdowns
JNSSX vs. JUEMX - Drawdown Comparison
The maximum JNSSX drawdown since its inception was -46.46%, which is greater than JUEMX's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for JNSSX and JUEMX.
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Drawdown Indicators
| JNSSX | JUEMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.46% | -33.37% | -13.09% |
Max Drawdown (1Y)Largest decline over 1 year | -5.33% | -11.90% | +6.57% |
Max Drawdown (3Y)Largest decline over 3 years | -7.42% | -19.10% | +11.68% |
Max Drawdown (5Y)Largest decline over 5 years | -20.88% | -24.52% | +3.64% |
Max Drawdown (10Y)Largest decline over 10 years | -22.07% | -33.37% | +11.30% |
Current DrawdownCurrent decline from peak | -1.03% | -2.43% | +1.40% |
Average DrawdownAverage peak-to-trough decline | -5.86% | -4.06% | -1.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.26% | 3.09% | -1.83% |
Volatility
JNSSX vs. JUEMX - Volatility Comparison
The current volatility for JPMorgan SmartRetirement 2025 Fund (JNSSX) is 1.89%, while JPMorgan U.S. Equity Fund R6 (JUEMX) has a volatility of 3.74%. This indicates that JNSSX experiences smaller price fluctuations and is considered to be less risky than JUEMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JNSSX | JUEMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.89% | 3.74% | -1.85% |
Volatility (6M)Calculated over the trailing 6-month period | 5.69% | 10.71% | -5.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.75% | 13.38% | -6.63% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.75% | 17.53% | -8.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.96% | 18.56% | -8.60% |
JNSSX vs. JUEMX - Expense Ratio Comparison
JNSSX has a 0.25% expense ratio, which is lower than JUEMX's 0.44% expense ratio.
Dividends
JNSSX vs. JUEMX - Dividend Comparison
JNSSX's dividend yield for the trailing twelve months is around 6.96%, more than JUEMX's 5.71% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JNSSX JPMorgan SmartRetirement 2025 Fund | 6.96% | 7.25% | 4.61% | 2.83% | 7.11% | 12.43% | 4.59% | 23.92% | 5.71% | 3.96% | 2.92% | 3.22% |
JUEMX JPMorgan U.S. Equity Fund R6 | 5.71% | 5.93% | 12.09% | 2.14% | 5.20% | 10.82% | 6.70% | 10.14% | 14.65% | 8.81% | 4.87% | 6.27% |
Frequently Asked Questions
JNSSX and JUEMX have a correlation of 0.89, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
JUEMX has higher volatility (3.74%) compared to JNSSX (1.89%). In terms of maximum drawdown, JNSSX dropped -46.46% vs JUEMX's -33.37%.
JNSSX currently has the higher Sharpe Ratio (1.47 vs 0.72), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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