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JNSIX: JPMORGAN SMARTRETIREMENT 2025 FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 18.07 0.26(1.42%) June 05
| Asset Class: | Target Date 2021-2025 |
| MyPlanIQ Rating: | (81%) |
| Start Date: | 08/06/2007 |
| Last Dividend Date: | 12/31/2025 |
| 12-Mo. Yield | 7.50% |
| Expenses | 0.63% |
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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 | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.4 | 3.5 | 12.2 | 10.5 | 4.5 | 7.0 | 7.0 | 6.2 | 12.6 | 5.1 | 17.2 | -15.6 | 8.6 | 11.9 | 18.5 | -6.6 | 16.3 | 6.1 | -0.9 | 5.8 | 18.8 | 16.1 | -2.4 | 15.8 | 31.5 | -31.2 | 2.6 |
| Sharpe Ratio | NA | 1.3 | 1.85 | 1.04 | 0.27 | 0.6 | NA | 0.39 | 1.24 | 0.2 | 1.74 | -1.38 | 1.25 | 0.68 | 3.0 | -0.9 | 3.47 | 0.65 | -0.1 | 0.73 | 2.23 | 1.66 | -0.14 | 1.07 | 1.43 | -1.07 | 0.25 |
| Draw Down(%) | NA | 5.3 | 5.3 | 7.4 | 20.8 | 22.1 | NA | 46.4 | 7.3 | 4.6 | 7.2 | 20.5 | 3.3 | 22.1 | 2.8 | 12.9 | 1.3 | 8.3 | 9.1 | 5.8 | 7.1 | 8.4 | 17.5 | 11.0 | 20.7 | 42.2 | 7.2 |
| Standard Deviation(%) | NA | 7.8 | 6.3 | 7.8 | 8.7 | 9.3 | NA | 13.2 | 7.8 | 7.5 | 7.9 | 12.4 | 6.9 | 16.9 | 5.7 | 8.8 | 4.5 | 9.1 | 9.6 | 8.0 | 8.4 | 9.7 | 18.1 | 14.7 | 21.9 | 29.9 | 16.3 |
| Treynor Ratio | NA | 0.11 | 0.13 | 0.09 | 0.03 | 0.15 | NA | 0.08 | 0.1 | 0.02 | 0.15 | -0.19 | 0.1 | 0.13 | 3.89 | -0.35 | 0.15 | 0.06 | -0.01 | 0.05 | 0.18 | 0.16 | -0.02 | 0.15 | 0.31 | -0.34 | 0.04 |
| Alpha | NA | -0.01 | 0.0 | 0.0 | 0.0 | 0.01 | NA | 0.01 | 0.0 | -0.02 | 0.01 | -0.01 | 0.0 | 0.0 | 0.06 | -0.03 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.01 | -0.01 | 0.0 | 0.02 | -0.01 | 0.0 |
| Beta | NA | 0.91 | 0.9 | 0.94 | 0.93 | 0.37 | NA | 0.67 | 0.94 | 0.99 | 0.92 | 0.91 | 0.88 | 0.87 | 0.04 | 0.23 | 1.07 | 0.98 | 0.98 | 1.06 | 1.02 | 1.0 | 1.05 | 1.05 | 1.02 | 0.95 | 1.05 |
| RSquared | NA | 0.98 | 0.97 | 0.87 | 0.93 | 0.4 | NA | 0.67 | 0.98 | 0.82 | 0.8 | 0.99 | 0.89 | 0.98 | 0.08 | 0.29 | 0.91 | 0.98 | 0.97 | 0.95 | 0.93 | 0.92 | 0.99 | 0.98 | 0.97 | 0.99 | 0.97 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 7.8 | 5.1 | 3.4 | 5.7 | 12.2 | 5.0 | 13.9 | 5.1 | 4.5 | 3.2 | 3.2 | 4.3 | 5.0 | 2.7 | 2.7 | 3.0 | 2.9 | 2.6 | 3.1 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 59.9 | 62.6 | -53.2 | -54.5 | 155.9 | -62.2 | 138.6 | 26.9 | 48.4 | -6.4 | -22.8 | -4.5 | 112.8 | -5.7 | 1.0 | 33.3 | -24.0 | -18.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/02/2007
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