It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
JSRCX: JPMORGAN SMARTRETIREMENT INCOME FUND CLASS C (MUTUAL FUND)
Basic Info 16.85 0.24(1.40%) June 05
| Asset Class: | Retirement Income |
| MyPlanIQ Rating: | (34%) |
| Start Date: | 05/31/2006 |
| Last Dividend Date: | 12/31/2025 |
| 12-Mo. Yield | 4.31% |
| Expenses | 0.86% |
| Sign up to get fund ranking change alerts | |
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(%) | -1.4 | 2.9 | 10.7 | 9.1 | 1.3 | 3.5 | 3.6 | 3.8 | 3.8 | 10.1 | 4.5 | 13.8 | -16.1 | -3.2 | 6.5 | 13.3 | -5.3 | 10.2 | 4.3 | -1.9 | 4.2 | 6.9 | 9.3 | 0.3 | 10.3 | 20.5 | -17.6 | 4.2 | 6.3 |
| Sharpe Ratio | NA | 0.58 | 1.3 | 0.81 | -0.15 | 0.25 | NA | NA | 0.36 | 0.99 | -0.32 | 1.42 | -1.7 | -0.35 | 0.53 | 3.39 | -1.18 | 2.5 | 0.74 | -0.34 | 0.99 | 1.48 | 1.9 | 0.03 | 1.53 | 2.01 | -1.46 | 0.22 | 2.26 |
| Draw Down(%) | NA | 5.2 | 5.2 | 6.8 | 25.5 | 25.5 | NA | NA | 26.6 | 6.6 | 3.8 | 6.7 | 18.6 | 9.9 | 17.1 | 1.4 | 9.4 | 1.9 | 4.9 | 6.4 | 3.5 | 5.3 | 4.3 | 8.7 | 4.7 | 10.4 | 24.5 | 4.1 | 1.8 |
| Standard Deviation(%) | NA | 7.7 | 6.2 | 7.2 | 8.4 | 7.6 | NA | NA | 7.4 | 7.4 | 6.7 | 6.8 | 10.3 | 9.2 | 11.6 | 3.5 | 5.6 | 3.8 | 5.5 | 5.6 | 4.3 | 4.6 | 4.9 | 8.6 | 6.7 | 10.1 | 12.7 | 5.3 | 3.4 |
| Treynor Ratio | NA | 0.04 | 0.07 | 0.05 | -0.01 | 0.02 | NA | NA | 0.02 | 0.07 | -0.03 | 0.09 | -0.15 | -0.1 | 0.05 | 0.11 | -0.05 | 0.09 | 0.03 | -0.02 | 0.03 | 0.06 | 0.08 | 0.0 | 0.09 | 0.18 | -0.17 | 0.01 | 0.1 |
| Alpha | NA | -0.01 | 0.0 | 0.0 | -0.01 | -0.01 | NA | NA | -0.01 | 0.01 | 0.0 | 0.01 | -0.01 | -0.01 | -0.01 | 0.0 | -0.01 | 0.0 | -0.01 | -0.01 | -0.01 | 0.0 | 0.0 | -0.03 | 0.0 | 0.01 | -0.03 | -0.02 | 0.0 |
| Beta | NA | 1.21 | 1.21 | 1.23 | 1.17 | 1.17 | NA | NA | 1.16 | 1.03 | 0.79 | 1.04 | 1.14 | 0.33 | 1.13 | 1.05 | 1.29 | 1.08 | 1.25 | 1.25 | 1.26 | 1.12 | 1.22 | 1.36 | 1.18 | 1.16 | 1.08 | 1.05 | 0.75 |
| RSquared | NA | 0.98 | 0.97 | 0.87 | 0.73 | 0.79 | NA | NA | 0.84 | 0.69 | 0.54 | 0.78 | 0.93 | 0.07 | 0.9 | 0.93 | 0.96 | 0.4 | 0.93 | 0.92 | 0.87 | 0.88 | 0.81 | 0.9 | 0.88 | 0.91 | 0.94 | 0.85 | 0.85 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 4.4 | 2.8 | 2.5 | 1.5 | 1.7 | 1.6 | 14.2 | 4.7 | 3.1 | 1.6 | 1.7 | 2.0 | 2.2 | 1.9 | 2.3 | 2.2 | 3.4 | 4.1 | 4.0 | 1.3 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 63.9 | 20.3 | 43.8 | -19.7 | 10.3 | -88.6 | 174.2 | 63.0 | 104.2 | -14.8 | -11.1 | -6.3 | 28.4 | -18.8 | 10.0 | -22.8 | -36.3 | 2.9 | 221.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/15/2006
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Retirement Income Asset Class Trend Rankings |
Top Rated Funds in Retirement Income
Best Mutual Funds
- ARTAX (ONE CHOICE IN RETIREMENT PORTFOLIO A CLASS) (100%)
- ARTOX (ONE CHOICE IN RETIREMENT PORTFOLIO INVESTOR CLASS) (99%)
- FFFAX (FIDELITY FREEDOM INCOME FUND FIDELITY FREEDOM INCOME FUND) (98%)
- VTINX (VANGUARD TARGET RETIREMENT INCOME FUND INVESTOR SHARES) (97%)
- MLLIX (MFS LIFETIME INCOME FUND I) (96%)
- ATTIX (ONE CHOICE IN RETIREMENT PORTFOLIO I CLASS) (93%)
- STLAX (BLACKROCK LIFEPATH DYNAMIC RETIREMENT FUND INSTITUTIONAL SHARES) (92%)
- TRRIX (T. ROWE PRICE RETIREMENT BALANCED FUND T. ROWE PRICE RETIREMENT BALANCED FUND) (91%)
- ISWIX (VOYA SOLUTION INCOME PORTFOLIO CLASS I) (90%)
- MDRSX (MASSMUTUAL RETIRESMART IN RETIREMENT FUND SERVICE CLASS) (88%)
Latest Articles Related to JSRCX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
