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JSMSX: JPMORGAN SMARTRETIREMENT 2030 FUND SELECT CLASS (MUTUAL FUND)
Basic Info 20.63 0.38(1.81%) June 05
| Asset Class: | Target Date 2026-2030 |
| MyPlanIQ Rating: | (78%) |
| Start Date: | 05/31/2006 |
| Last Dividend Date: | 12/31/2025 |
| 12-Mo. Yield | 6.09% |
| 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 | 14.1 | 12.0 | 2.3 | 6.2 | 6.4 | 6.1 | 6.2 | 14.2 | 6.9 | 18.5 | -21.2 | 1.0 | 9.8 | 20.6 | -7.6 | 18.7 | 6.0 | -1.4 | 7.5 | 19.7 | 17.1 | -4.2 | 16.8 | 32.7 | -33.8 | 6.3 | 13.4 |
| Sharpe Ratio | NA | 1.36 | 1.83 | 1.07 | 0.02 | 0.4 | NA | NA | 0.33 | 1.15 | 0.39 | 1.71 | -1.39 | 0.08 | 0.46 | 2.7 | -0.85 | 3.29 | 0.55 | -0.13 | 0.84 | 2.11 | 1.55 | -0.21 | 1.03 | 1.35 | -1.03 | 0.21 | 2.07 |
| Draw Down(%) | NA | 6.4 | 6.4 | 9.5 | 29.3 | 29.3 | NA | NA | 50.1 | 9.5 | 4.4 | 8.3 | 22.4 | 11.6 | 25.5 | 3.6 | 15.1 | 1.6 | 9.9 | 10.4 | 6.8 | 7.6 | 9.6 | 20.0 | 11.9 | 22.8 | 45.4 | 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 | 8.8 | 16.3 | 11.8 | 20.8 | 7.1 | 10.6 | 5.5 | 10.6 | 11.2 | 8.9 | 9.4 | 11.1 | 20.5 | 16.2 | 24.2 | 33.7 | 14.8 | 9.8 |
| Treynor Ratio | NA | 0.14 | 0.15 | 0.1 | 0.0 | 0.05 | NA | NA | 0.05 | 0.11 | 0.03 | 0.16 | -0.23 | 0.01 | 0.1 | 0.2 | -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 | -0.01 | -0.02 | -0.01 | NA | NA | 0.0 | -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 | 0.01 | 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 | 1.02 | 0.97 | 1.01 | 0.85 | 0.95 | 0.94 | 1.03 | 1.16 | 1.02 | 1.03 | 1.09 | 1.05 | 1.01 | 1.06 | 1.05 | 1.03 | 0.97 | 1.05 | 1.0 |
| RSquared | NA | 0.99 | 0.98 | 0.93 | 0.81 | 0.89 | NA | NA | 0.95 | 0.99 | 0.89 | 0.89 | 0.89 | 0.38 | 0.97 | 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 | 6.3 | 5.7 | 2.9 | 1.8 | 2.7 | 2.0 | 17.5 | 5.3 | 4.8 | 3.0 | 3.1 | 4.4 | 4.5 | 2.4 | 2.0 | 2.4 | 2.8 | 4.8 | 5.1 | 2.4 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 15.1 | 122.6 | 25.2 | -34.0 | 44.3 | -88.4 | 183.2 | 28.5 | 68.4 | -8.7 | -28.0 | 10.1 | 119.7 | 8.4 | -3.4 | 11.5 | -63.3 | -5.2 | 130.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/15/2006
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