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JSMAX: JPMORGAN SMARTRETIREMENT 2030 FUND CLASS A (MUTUAL FUND)
Basic Info 20.53 0.37(1.77%) June 05
| Asset Class: | Target Date 2026-2030 |
| MyPlanIQ Rating: | (69%) |
| Start Date: | 05/31/2006 |
| Last Dividend Date: | 12/31/2025 |
| 12-Mo. Yield | 5.87% |
| Expenses | 0.64% |
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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 | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.7 | 4.2 | 14.0 | 11.8 | 2.1 | 6.0 | 6.3 | 5.9 | 6.0 | 14.0 | 6.8 | 18.1 | -21.3 | 0.8 | 9.5 | 20.5 | -7.8 | 18.7 | 5.9 | -1.5 | 7.4 | 19.7 | 16.9 | -4.2 | 16.2 | 32.5 | -33.9 | 6.0 | 13.3 |
| Sharpe Ratio | NA | 1.34 | 1.79 | 1.05 | 0.0 | 0.38 | NA | NA | 0.32 | 1.13 | 0.38 | 1.67 | -1.4 | 0.06 | 0.45 | 2.69 | -0.88 | 3.27 | 0.54 | -0.14 | 0.83 | 2.1 | 1.53 | -0.21 | 1.0 | 1.33 | -1.03 | 0.19 | 2.05 |
| Draw Down(%) | NA | 6.5 | 6.5 | 9.6 | 29.5 | 29.5 | NA | NA | 50.2 | 9.6 | 4.2 | 8.3 | 22.5 | 11.7 | 25.5 | 3.6 | 15.2 | 1.6 | 9.9 | 10.4 | 6.8 | 7.6 | 9.7 | 20.0 | 12.3 | 22.9 | 45.5 | 9.6 | 5.6 |
| Standard Deviation(%) | NA | 9.5 | 7.7 | 9.2 | 11.4 | 11.7 | NA | NA | 15.1 | 9.9 | 8.5 | 8.7 | 16.3 | 12.2 | 20.7 | 7.1 | 10.6 | 5.5 | 10.6 | 11.1 | 8.9 | 9.4 | 11.1 | 20.4 | 16.2 | 24.2 | 33.6 | 14.9 | 9.8 |
| Treynor Ratio | NA | 0.13 | 0.15 | 0.1 | 0.0 | 0.05 | NA | NA | 0.05 | 0.11 | 0.03 | 0.15 | -0.23 | 0.01 | 0.1 | 0.2 | -0.09 | 0.15 | 0.06 | -0.02 | 0.07 | 0.19 | 0.17 | -0.04 | 0.15 | 0.32 | -0.36 | 0.03 | 0.2 |
| Alpha | NA | -0.01 | -0.01 | -0.01 | -0.02 | -0.01 | NA | NA | -0.01 | -0.01 | -0.01 | 0.01 | -0.02 | -0.03 | -0.01 | 0.0 | -0.01 | -0.01 | -0.01 | 0.0 | 0.0 | -0.01 | 0.01 | -0.01 | 0.0 | 0.02 | -0.01 | -0.01 | 0.0 |
| Beta | NA | 0.95 | 0.95 | 0.99 | 0.98 | 0.97 | NA | NA | 1.0 | 0.99 | 1.02 | 0.96 | 1.01 | 0.84 | 0.95 | 0.93 | 1.02 | 1.17 | 1.02 | 1.02 | 1.08 | 1.05 | 1.01 | 1.05 | 1.05 | 1.03 | 0.97 | 1.06 | 1.0 |
| RSquared | NA | 0.99 | 0.98 | 0.93 | 0.8 | 0.88 | NA | NA | 0.95 | 0.98 | 0.9 | 0.88 | 0.89 | 0.34 | 0.97 | 0.99 | 0.99 | 0.92 | 0.98 | 0.97 | 0.98 | 0.97 | 0.92 | 0.99 | 0.98 | 0.97 | 0.99 | 0.97 | 0.88 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 6.1 | 5.6 | 2.7 | 1.6 | 2.5 | 1.8 | 17.4 | 5.2 | 4.7 | 2.9 | 3.0 | 4.3 | 4.4 | 2.3 | 2.0 | 2.0 | 2.7 | 4.6 | 4.8 | 2.3 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 14.3 | 133.3 | 27.1 | -35.7 | 46.6 | -89.2 | 189.2 | 27.7 | 69.5 | -8.8 | -28.6 | 10.1 | 123.6 | 8.4 | 13.8 | -3.3 | -64.3 | -3.4 | 131.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/15/2006
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