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JSACX: JPMORGAN SMARTRETIREMENT 2045 FUND CLASS C (MUTUAL FUND)
Basic Info 24.88 0.62(2.43%) June 05
| Asset Class: | Target Date 2041-2045 |
| MyPlanIQ Rating: | (44%) |
| Start Date: | 08/03/2007 |
| Last Dividend Date: | 12/31/2025 |
| 12-Mo. Yield | 5.04% |
| Expenses | 0.67% |
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Performance Analytics (As of 06/05/2026)
| 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(%) | -2.2 | 5.9 | 17.7 | 15.2 | 2.3 | 6.9 | 6.8 | 5.8 | 13.8 | 7.6 | 20.4 | -26.1 | 2.1 | 11.1 | 23.8 | -10.5 | 21.0 | 5.9 | -2.5 | 5.4 | 23.7 | 17.3 | -5.6 | 15.6 | 33.0 | -34.1 | 3.5 |
| Sharpe Ratio | NA | 0.87 | 1.34 | 0.95 | -0.02 | 0.32 | NA | 0.27 | 0.74 | 0.09 | 1.42 | -1.17 | 0.12 | 0.36 | 2.24 | -0.88 | 3.09 | 0.44 | -0.19 | 0.51 | 2.22 | 1.41 | -0.25 | 0.88 | 1.29 | -1.01 | 0.34 |
| Draw Down(%) | NA | 8.7 | 8.7 | 14.5 | 36.3 | 36.3 | NA | 50.9 | 14.5 | 7.5 | 10.4 | 27.3 | 16.4 | 33.3 | 5.7 | 19.5 | 2.0 | 11.9 | 12.2 | 7.9 | 8.1 | 11.0 | 21.9 | 13.5 | 23.6 | 45.9 | 8.3 |
| Standard Deviation(%) | NA | 13.6 | 11.2 | 12.6 | 16.2 | 16.4 | NA | 18.1 | 15.1 | 11.1 | 11.5 | 23.5 | 17.2 | 30.2 | 10.0 | 13.5 | 6.6 | 12.8 | 13.1 | 10.5 | 10.7 | 12.4 | 22.4 | 17.6 | 25.4 | 34.6 | 18.6 |
| Treynor Ratio | NA | 0.12 | 0.15 | 0.11 | 0.0 | 0.05 | NA | 0.05 | 0.11 | 0.01 | 0.15 | -0.25 | 0.05 | 0.1 | 0.39 | -0.14 | 0.19 | 0.06 | -0.03 | 0.05 | 0.23 | 0.18 | -0.05 | 0.15 | 0.33 | -0.37 | 0.06 |
| Alpha | NA | -0.02 | -0.02 | -0.01 | -0.03 | -0.01 | NA | -0.01 | -0.02 | -0.02 | 0.0 | -0.03 | 0.01 | -0.02 | 0.03 | -0.02 | -0.01 | -0.01 | 0.0 | -0.01 | 0.0 | 0.01 | -0.01 | 0.0 | 0.01 | -0.01 | -0.01 |
| Beta | NA | 1.03 | 1.03 | 1.06 | 1.07 | 0.99 | NA | 0.99 | 1.06 | 1.07 | 1.06 | 1.1 | 0.45 | 1.04 | 0.58 | 0.88 | 1.1 | 0.99 | 0.99 | 1.05 | 1.03 | 0.98 | 1.02 | 1.03 | 1.01 | 0.94 | 1.03 |
| RSquared | NA | 0.99 | 0.99 | 0.98 | 0.81 | 0.86 | NA | 0.93 | 0.92 | 0.93 | 0.97 | 0.86 | 0.19 | 0.99 | 0.64 | 0.9 | 0.95 | 0.98 | 0.97 | 0.97 | 0.96 | 0.92 | 0.99 | 0.97 | 0.97 | 0.99 | 0.97 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 5.3 | 4.1 | 1.2 | 0.6 | 2.5 | 1.2 | 10.9 | 4.0 | 3.8 | 2.3 | 2.5 | 3.6 | 4.6 | 1.7 | 1.4 | 2.7 | 1.9 | 1.4 | 2.8 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 39.2 | 292.1 | 43.0 | -74.4 | 130.3 | -87.8 | 131.8 | 23.9 | 69.9 | -12.9 | -27.7 | -9.6 | 224.7 | 9.5 | -41.7 | 91.6 | -11.8 | -51.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/02/2007
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