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JSMCX: Jpmorgan Smartretirement 2030 Class (MUTUAL FUND)
Basic Info 20.22 0.37(1.80%) June 05
| Asset Class: | Target Date 2026-2030 |
| MyPlanIQ Rating: | (66%) |
| Start Date: | 05/31/2006 |
| Last Dividend Date: | 12/31/2025 |
| 12-Mo. Yield | 5.21% |
| Expenses | 0.64% |
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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 | 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 | 3.9 | 13.3 | 11.3 | 1.5 | 5.3 | 5.6 | 5.2 | 5.3 | 13.3 | 6.8 | 16.8 | -21.9 | 0.1 | 8.9 | 19.6 | -8.3 | 17.8 | 5.2 | -2.2 | 6.7 | 18.9 | 16.1 | -4.9 | 15.6 | 31.7 | -34.3 | 5.5 | 13.0 |
| Sharpe Ratio | NA | 0.7 | 1.33 | 0.88 | -0.09 | 0.31 | NA | NA | 0.27 | 1.06 | 0.39 | 1.55 | -1.43 | 0.01 | 0.42 | 2.55 | -0.92 | 3.12 | 0.47 | -0.2 | 0.75 | 2.03 | 1.47 | -0.24 | 0.96 | 1.3 | -1.05 | 0.16 | 2.01 |
| Draw Down(%) | NA | 6.5 | 6.5 | 9.7 | 29.9 | 29.9 | NA | NA | 50.6 | 9.6 | 4.1 | 8.4 | 22.8 | 11.8 | 25.5 | 3.7 | 15.7 | 1.6 | 10.0 | 10.7 | 6.8 | 7.7 | 9.8 | 20.2 | 12.3 | 22.9 | 45.7 | 9.6 | 5.6 |
| Standard Deviation(%) | NA | 9.8 | 8.0 | 9.1 | 11.4 | 11.7 | NA | NA | 15.0 | 9.9 | 8.2 | 8.6 | 16.3 | 11.9 | 20.8 | 7.1 | 10.6 | 5.5 | 10.6 | 11.1 | 8.9 | 9.3 | 11.0 | 20.5 | 16.1 | 24.3 | 33.6 | 14.8 | 9.8 |
| Treynor Ratio | NA | 0.07 | 0.11 | 0.08 | -0.01 | 0.04 | NA | NA | 0.04 | 0.11 | 0.03 | 0.14 | -0.23 | 0.0 | 0.09 | 0.19 | -0.1 | 0.15 | 0.05 | -0.02 | 0.06 | 0.18 | 0.16 | -0.05 | 0.15 | 0.31 | -0.36 | 0.02 | 0.2 |
| Alpha | NA | -0.01 | -0.01 | -0.01 | -0.02 | -0.01 | NA | NA | -0.01 | -0.01 | -0.01 | 0.0 | -0.03 | -0.03 | -0.02 | 0.0 | -0.01 | -0.01 | -0.01 | 0.0 | 0.0 | -0.01 | 0.01 | -0.01 | 0.0 | 0.01 | -0.01 | -0.01 | 0.0 |
| Beta | NA | 0.95 | 0.95 | 0.99 | 0.98 | 0.97 | NA | NA | 1.0 | 0.99 | 1.01 | 0.97 | 1.01 | 0.85 | 0.95 | 0.94 | 1.02 | 1.17 | 1.02 | 1.02 | 1.09 | 1.04 | 1.01 | 1.06 | 1.04 | 1.03 | 0.97 | 1.05 | 1.0 |
| RSquared | NA | 0.99 | 0.98 | 0.95 | 0.81 | 0.89 | NA | NA | 0.95 | 0.99 | 0.93 | 0.93 | 0.89 | 0.37 | 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 | 0.89 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 5.4 | 4.9 | 2.0 | 1.1 | 1.9 | 1.2 | 16.9 | 4.7 | 4.0 | 2.2 | 2.5 | 3.7 | 3.8 | 1.6 | 1.4 | 1.4 | 2.1 | 4.4 | 4.4 | 2.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 15.2 | 168.8 | 37.1 | -40.7 | 65.0 | -92.5 | 213.2 | 34.4 | 87.6 | -15.8 | -30.9 | 10.3 | 170.5 | 8.6 | 12.4 | -13.9 | -69.6 | 0.6 | 135.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/15/2006
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