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JSMIX: JPMORGAN SMARTRETIREMENT 2030 FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 20.73 0.37(1.75%) June 05
| Asset Class: | Target Date 2026-2030 |
| MyPlanIQ Rating: | (79%) |
| Start Date: | 05/31/2006 |
| Last Dividend Date: | 12/31/2025 |
| 12-Mo. Yield | 6.21% |
| 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 | 4.3 | 14.4 | 12.3 | 5.5 | 8.1 | 7.8 | 7.1 | 7.1 | 14.3 | 6.9 | 18.9 | -16.6 | 10.8 | 12.6 | 20.8 | -7.5 | 18.9 | 6.2 | -1.3 | 7.7 | 19.9 | 17.2 | -4.0 | 16.9 | 33.0 | -33.7 | 6.4 | 13.4 |
| Sharpe Ratio | NA | 0.8 | 1.47 | 0.97 | 0.28 | 0.57 | NA | NA | 0.4 | 1.16 | 0.38 | 1.75 | -1.22 | 1.3 | 0.59 | 2.72 | -0.85 | 3.3 | 0.56 | -0.12 | 0.86 | 2.13 | 1.57 | -0.2 | 1.04 | 1.36 | -1.02 | 0.22 | 2.09 |
| Draw Down(%) | NA | 6.5 | 6.5 | 9.5 | 22.4 | 25.4 | NA | NA | 50.0 | 9.5 | 4.6 | 8.2 | 22.3 | 3.9 | 25.4 | 3.6 | 15.0 | 1.6 | 10.0 | 10.3 | 6.8 | 7.6 | 9.6 | 19.9 | 11.9 | 22.8 | 45.3 | 9.6 | 5.6 |
| Standard Deviation(%) | NA | 9.8 | 8.0 | 9.3 | 10.4 | 11.2 | NA | NA | 14.9 | 9.9 | 8.6 | 8.8 | 14.8 | 8.3 | 20.8 | 7.1 | 10.6 | 5.5 | 10.6 | 11.1 | 8.9 | 9.3 | 11.0 | 20.4 | 16.2 | 24.2 | 33.7 | 14.9 | 9.8 |
| Treynor Ratio | NA | 0.08 | 0.12 | 0.09 | 0.03 | 0.07 | NA | NA | 0.06 | 0.12 | 0.03 | 0.16 | -0.19 | 0.11 | 0.13 | 0.21 | -0.09 | 0.16 | 0.06 | -0.01 | 0.07 | 0.19 | 0.17 | -0.04 | 0.16 | 0.32 | -0.36 | 0.03 | 0.2 |
| Alpha | NA | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | -0.01 | -0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | -0.01 | 0.0 | 0.0 | -0.01 | 0.01 | -0.01 | 0.01 | 0.02 | -0.01 | 0.0 | 0.0 |
| Beta | NA | 0.95 | 0.95 | 0.99 | 0.98 | 0.97 | NA | NA | 1.0 | 0.99 | 1.03 | 0.96 | 0.97 | 0.95 | 0.95 | 0.94 | 1.02 | 1.17 | 1.02 | 1.03 | 1.09 | 1.05 | 1.01 | 1.06 | 1.05 | 1.02 | 0.97 | 1.06 | 1.0 |
| RSquared | NA | 0.99 | 0.98 | 0.92 | 0.96 | 0.97 | NA | NA | 0.97 | 0.99 | 0.88 | 0.87 | 0.99 | 0.89 | 0.99 | 0.98 | 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 | 6.5 | 5.9 | 3.1 | 6.5 | 12.3 | 4.6 | 17.6 | 5.4 | 4.9 | 3.1 | 3.2 | 4.5 | 4.6 | 2.5 | 2.2 | 2.5 | 3.0 | 4.9 | 5.2 | 2.5 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 14.0 | 116.4 | -63.5 | -47.9 | 181.6 | -72.7 | 179.4 | 27.7 | 64.8 | -8.4 | -27.2 | 10.0 | 112.8 | 8.2 | -0.9 | 9.9 | -61.7 | -6.0 | 132.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/15/2006
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