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JSRAX: JPMORGAN SMARTRETIREMENT INCOME FUND CLASS A (MUTUAL FUND)
Basic Info 16.9 0.24(1.40%) June 05
| Asset Class: | Retirement Income |
| MyPlanIQ Rating: | (41%) |
| Start Date: | 05/31/2006 |
| Last Dividend Date: | 12/31/2025 |
| 12-Mo. Yield | 4.88% |
| Expenses | 0.86% |
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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(%) | -1.4 | 3.2 | 11.4 | 9.7 | 2.0 | 4.2 | 4.3 | 4.4 | 4.5 | 12.0 | 4.3 | 15.3 | -15.6 | -2.5 | 7.2 | 14.0 | -4.7 | 10.9 | 5.0 | -1.2 | 4.9 | 7.6 | 10.0 | 0.9 | 11.1 | 21.1 | -17.2 | 4.8 | 6.5 |
| Sharpe Ratio | NA | 1.24 | 1.8 | 1.0 | -0.02 | 0.36 | NA | NA | 0.45 | 1.28 | 0.1 | 1.66 | -1.66 | -0.28 | 0.6 | 3.55 | -1.08 | 2.75 | 0.87 | -0.23 | 1.15 | 1.62 | 2.04 | 0.1 | 1.64 | 2.08 | -1.43 | 0.31 | 2.34 |
| Draw Down(%) | NA | 5.2 | 5.2 | 6.6 | 25.0 | 25.0 | NA | NA | 26.0 | 6.6 | 4.5 | 6.5 | 18.2 | 9.8 | 17.0 | 1.4 | 8.9 | 1.8 | 4.9 | 6.1 | 3.5 | 5.2 | 4.2 | 8.6 | 4.7 | 10.3 | 24.2 | 4.0 | 1.7 |
| Standard Deviation(%) | NA | 7.6 | 6.0 | 7.3 | 8.4 | 7.6 | NA | NA | 7.4 | 7.2 | 7.1 | 7.1 | 10.3 | 9.2 | 11.6 | 3.5 | 5.6 | 3.7 | 5.5 | 5.6 | 4.3 | 4.7 | 4.9 | 8.7 | 6.7 | 10.1 | 12.7 | 5.4 | 3.4 |
| Treynor Ratio | NA | 0.08 | 0.09 | 0.06 | 0.0 | 0.02 | NA | NA | 0.03 | 0.07 | 0.01 | 0.11 | -0.15 | -0.03 | 0.06 | 0.12 | -0.05 | 0.1 | 0.04 | -0.01 | 0.04 | 0.07 | 0.08 | 0.01 | 0.09 | 0.18 | -0.17 | 0.02 | 0.1 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | NA | NA | -0.01 | -0.01 | -0.01 | 0.02 | 0.0 | -0.03 | -0.02 | 0.0 | -0.01 | 0.01 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | -0.02 | 0.0 | 0.02 | -0.02 | -0.01 | 0.01 |
| Beta | NA | 1.22 | 1.21 | 1.22 | 1.16 | 1.16 | NA | NA | 1.16 | 1.31 | 1.26 | 1.05 | 1.14 | 0.96 | 1.16 | 1.06 | 1.29 | 1.05 | 1.25 | 1.25 | 1.27 | 1.13 | 1.21 | 1.38 | 1.2 | 1.15 | 1.09 | 1.06 | 0.75 |
| RSquared | NA | 0.98 | 0.95 | 0.82 | 0.71 | 0.78 | NA | NA | 0.84 | 0.93 | 0.76 | 0.72 | 0.93 | 0.2 | 0.93 | 0.94 | 0.96 | 0.4 | 0.93 | 0.92 | 0.87 | 0.88 | 0.81 | 0.91 | 0.88 | 0.91 | 0.94 | 0.85 | 0.85 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 5.0 | 3.8 | 3.4 | 2.1 | 2.4 | 2.3 | 14.8 | 5.3 | 3.8 | 2.2 | 2.4 | 2.7 | 2.8 | 2.5 | 2.9 | 2.8 | 3.8 | 4.7 | 4.4 | 1.6 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 37.2 | 22.2 | 30.3 | -14.3 | 7.6 | -84.6 | 153.4 | 49.5 | 74.0 | -8.9 | -8.6 | -2.6 | 21.1 | -14.5 | 9.2 | -12.6 | -36.1 | 5.9 | 198.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/15/2006
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