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JSIYX: JPMORGAN SMARTRETIREMENT INCOME FUND CLASS R6 (MUTUAL FUND)
Basic Info 17.01 0.24(1.39%) June 05
| Asset Class: | Intermediate-Term Bond |
| MyPlanIQ Rating: | (2%) |
| Start Date: | 11/04/2014 |
| Last Dividend Date: | 12/31/2025 |
| 12-Mo. Yield | 5.17% |
| Expenses | 0.86% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 11/04/2014 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.4 | 3.4 | 11.8 | 10.2 | 2.3 | 4.5 | 4.2 | 11.3 | 4.4 | 16.1 | -15.3 | -2.1 | 7.5 | 14.3 | -4.4 | 11.2 | 5.3 | -1.0 | 0.6 |
| Sharpe Ratio | NA | 0.73 | 1.48 | 0.92 | -0.02 | 0.38 | 0.37 | 1.15 | -0.3 | 1.66 | -1.62 | -0.23 | 0.62 | 3.66 | -1.03 | 3.61 | 0.92 | -0.18 | 0.92 |
| Draw Down(%) | NA | 5.1 | 5.1 | 6.5 | 24.7 | 24.7 | 24.7 | 6.5 | 4.8 | 6.4 | 18.0 | 9.7 | 17.0 | 1.4 | 8.5 | 1.2 | 4.8 | 6.0 | 2.3 |
| Standard Deviation(%) | NA | 7.7 | 6.2 | 7.5 | 8.5 | 7.6 | 7.4 | 7.4 | 7.3 | 7.2 | 10.3 | 9.2 | 11.6 | 3.5 | 5.6 | 2.9 | 5.6 | 5.6 | 4.4 |
| Treynor Ratio | NA | 0.04 | 0.1 | 0.09 | 0.0 | 0.05 | 0.05 | 0.15 | -0.03 | 0.2 | -0.22 | -0.08 | 0.11 | 2.77 | 0.25 | 2.14 | 0.34 | 0.17 | -0.14 |
| Alpha | NA | 0.04 | 0.02 | 0.02 | 0.0 | 0.01 | 0.01 | 0.02 | 0.0 | 0.03 | -0.02 | 0.0 | 0.01 | 0.05 | -0.02 | 0.04 | 0.02 | 0.0 | 0.02 |
| Beta | NA | 1.25 | 0.93 | 0.75 | 0.68 | 0.62 | 0.56 | 0.56 | 0.76 | 0.59 | 0.75 | 0.28 | 0.67 | 0.05 | -0.23 | 0.05 | 0.15 | -0.06 | -0.3 |
| RSquared | NA | 0.59 | 0.4 | 0.32 | 0.27 | 0.18 | 0.15 | 0.14 | 0.33 | 0.39 | 0.38 | 0.02 | 0.11 | 0.0 | 0.01 | 0.0 | 0.01 | 0.0 | 0.06 |
| Yield(%) | N/A | 0.0 | 5.2 | 4.5 | 3.1 | 4.5 | N/A | 5.4 | 4.2 | 3.8 | 2.5 | 2.7 | 2.6 | 15.1 | 5.5 | 4.1 | 2.5 | 2.6 | 1.4 |
| Dividend Growth(%) | N/A | -100.0 | 33.1 | 60.1 | -46.4 | N/A | N/A | 33.1 | 20.4 | 25.9 | -13.5 | 8.2 | -82.8 | 144.6 | 46.1 | 66.6 | -7.5 | 84.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/04/2014
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