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JFFIX: JPMORGAN SMARTRETIREMENT 2055 FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 32.81 0.86(2.55%) June 05
| Asset Class: | Target Date 2051+ |
| MyPlanIQ Rating: | (100%) |
| Start Date: | 02/06/2012 |
| Last Dividend Date: | 12/31/2025 |
| 12-Mo. Yield | 5.22% |
| Expenses | 0.67% |
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Performance Analytics (As of 05/29/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.3 | 6.8 | 19.7 | 16.6 | 8.2 | 10.8 | 10.4 | 18.0 | 12.3 | 22.6 | -18.4 | 17.7 | 15.5 | 24.9 | -9.7 | 22.0 | 6.5 | -1.6 | 6.1 | 25.2 | 8.8 |
| Sharpe Ratio | NA | 1.55 | 1.8 | 1.13 | 0.43 | 0.59 | 0.63 | 0.99 | 0.76 | 1.62 | -0.95 | 1.42 | 0.5 | 2.36 | -0.82 | 3.22 | 0.49 | -0.13 | 0.57 | 2.3 | 0.78 |
| Draw Down(%) | NA | 9.1 | 9.1 | 15.1 | 25.7 | 33.2 | 33.2 | 15.1 | 7.1 | 10.4 | 25.7 | 5.3 | 33.2 | 5.6 | 18.8 | 1.9 | 11.7 | 11.9 | 7.8 | 8.0 | 10.3 |
| Standard Deviation(%) | NA | 14.1 | 11.5 | 13.1 | 14.8 | 15.8 | 14.8 | 15.3 | 11.4 | 11.8 | 20.8 | 12.5 | 30.2 | 9.9 | 13.5 | 6.7 | 12.7 | 13.1 | 10.7 | 11.0 | 12.5 |
| Treynor Ratio | NA | 0.22 | 0.23 | 0.18 | 0.08 | 0.11 | 0.11 | 0.19 | 0.1 | 0.23 | -0.24 | 0.2 | 0.19 | 0.3 | -0.14 | 0.23 | 0.07 | -0.02 | 0.07 | 0.27 | 0.1 |
| Alpha | NA | -0.02 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | 0.01 | -0.03 | 0.0 | -0.02 | -0.03 | 0.0 | 0.0 | -0.03 | 0.01 | -0.02 | -0.01 | -0.02 | -0.02 | 0.0 |
| Beta | NA | 1.0 | 0.91 | 0.84 | 0.84 | 0.83 | 0.84 | 0.79 | 0.84 | 0.85 | 0.84 | 0.9 | 0.81 | 0.78 | 0.77 | 0.92 | 0.94 | 0.82 | 0.9 | 0.94 | 0.94 |
| RSquared | NA | 0.92 | 0.87 | 0.9 | 0.92 | 0.91 | 0.91 | 0.94 | 0.87 | 0.89 | 0.95 | 0.9 | 0.88 | 0.96 | 0.95 | 0.85 | 0.94 | 0.94 | 0.92 | 0.91 | 0.96 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | 5.5 | 2.8 | 2.1 | 7.5 | 13.0 | 4.4 | 9.0 | 3.7 | 4.2 | 2.7 | 2.6 | 3.6 | 3.5 | 2.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | 118.3 | 58.6 | -79.4 | -39.1 | 221.3 | -43.0 | 107.7 | 6.4 | 61.6 | -3.1 | -21.7 | 18.5 | 87.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/31/2012
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