JTSSX vs. FRAMX
Compare and contrast key facts about JPMorgan SmartRetirement 2050 Fund (JTSSX) and Fidelity Advisor Managed Retirement Income Fund Class A (FRAMX).
JTSSX is managed by JPMorgan. It was launched on Jul 30, 2007. FRAMX is managed by BlackRock. It was launched on Aug 30, 2007.
Performance
JTSSX vs. FRAMX - Performance Comparison
Loading graphics...
JTSSX vs. FRAMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JTSSX JPMorgan SmartRetirement 2050 Fund | -2.05% | 17.88% | 12.31% | 22.36% | -18.58% | 17.53% | 15.33% | 24.81% | -9.87% | 21.92% |
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, JTSSX achieves a -2.05% return, which is significantly lower than FRAMX's 0.18% return. Over the past 10 years, JTSSX has outperformed FRAMX with an annualized return of 9.90%, while FRAMX has yielded a comparatively lower 3.73% annualized return.
JTSSX
- 1D
- 2.78%
- 1M
- -5.53%
- YTD
- -2.05%
- 6M
- -0.27%
- 1Y
- 15.66%
- 3Y*
- 14.22%
- 5Y*
- 7.27%
- 10Y*
- 9.90%
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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
JTSSX vs. FRAMX - Expense Ratio Comparison
JTSSX has a 0.25% expense ratio, which is lower than FRAMX's 0.70% expense ratio.
Return for Risk
JTSSX vs. FRAMX — Risk / Return Rank
JTSSX
FRAMX
JTSSX vs. FRAMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan SmartRetirement 2050 Fund (JTSSX) 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.
| JTSSX | FRAMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.03 | 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 | 1.45 | 2.22 | -0.78 |
Martin ratioReturn relative to average drawdown | 6.51 | 8.81 | -2.30 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| JTSSX | FRAMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.03 | 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 | 0.63 | 0.84 | -0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.50 | -0.07 |
Correlation
The correlation between JTSSX and FRAMX is 0.86, 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
JTSSX vs. FRAMX - Dividend Comparison
JTSSX's dividend yield for the trailing twelve months is around 5.27%, more than FRAMX's 2.88% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JTSSX JPMorgan SmartRetirement 2050 Fund | 5.27% | 5.16% | 2.58% | 1.57% | 10.75% | 16.31% | 4.46% | 9.76% | 5.08% | 3.84% | 2.97% | 3.09% |
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
JTSSX vs. FRAMX - Drawdown Comparison
The maximum JTSSX drawdown since its inception was -50.11%, which is greater than FRAMX's maximum drawdown of -33.94%. Use the drawdown chart below to compare losses from any high point for JTSSX and FRAMX.
Loading graphics...
Drawdown Indicators
| JTSSX | FRAMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.11% | -33.94% | -16.17% |
Max Drawdown (1Y)Largest decline over 1 year | -11.12% | -3.45% | -7.67% |
Max Drawdown (5Y)Largest decline over 5 years | -25.81% | -16.31% | -9.50% |
Max Drawdown (10Y)Largest decline over 10 years | -33.24% | -16.31% | -16.93% |
Current DrawdownCurrent decline from peak | -6.59% | -2.47% | -4.12% |
Average DrawdownAverage peak-to-trough decline | -7.19% | -3.86% | -3.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.47% | 0.87% | +1.60% |
Volatility
JTSSX vs. FRAMX - Volatility Comparison
JPMorgan SmartRetirement 2050 Fund (JTSSX) has a higher volatility of 5.80% compared to Fidelity Advisor Managed Retirement Income Fund Class A (FRAMX) at 2.14%. This indicates that JTSSX'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.
Loading graphics...
Volatility by Period
| JTSSX | FRAMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.80% | 2.14% | +3.66% |
Volatility (6M)Calculated over the trailing 6-month period | 8.99% | 2.95% | +6.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.74% | 4.64% | +11.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.80% | 5.22% | +9.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.67% | 4.48% | +11.19% |