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JSRSX: JPMORGAN SMARTRETIREMENT INCOME FUND SELECT CLASS (MUTUAL FUND)
Basic Info 16.96 0.24(1.40%) June 05
| Asset Class: | Retirement Income |
| MyPlanIQ Rating: | (62%) |
| Start Date: | 05/31/2006 |
| Last Dividend Date: | 12/31/2025 |
| 12-Mo. Yield | 4.99% |
| Expenses | 0.86% |
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Performance Analytics (As of 06/02/2026)
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 | 3.3 | 11.6 | 9.8 | 2.1 | 4.4 | 4.4 | 4.6 | 4.7 | 12.1 | 4.4 | 15.7 | -15.5 | -2.4 | 7.3 | 14.1 | -4.6 | 11.0 | 5.1 | -1.1 | 5.0 | 7.8 | 10.2 | 1.0 | 11.2 | 21.4 | -17.0 | 5.0 | 6.7 |
| Sharpe Ratio | NA | 1.27 | 1.84 | 1.01 | -0.01 | 0.38 | NA | NA | 0.47 | 1.28 | 0.11 | 1.69 | -1.65 | -0.26 | 0.6 | 3.57 | -1.08 | 2.74 | 0.88 | -0.2 | 1.17 | 1.67 | 2.07 | 0.11 | 1.67 | 2.1 | -1.42 | 0.34 | 2.43 |
| Draw Down(%) | NA | 5.1 | 5.1 | 6.6 | 24.9 | 24.9 | NA | NA | 25.8 | 6.5 | 4.6 | 6.5 | 18.2 | 9.8 | 17.0 | 1.4 | 8.7 | 1.8 | 4.8 | 6.1 | 3.4 | 5.2 | 4.2 | 8.5 | 4.7 | 10.4 | 24.0 | 4.1 | 1.7 |
| Standard Deviation(%) | NA | 7.5 | 6.0 | 7.4 | 8.4 | 7.6 | NA | NA | 7.4 | 7.2 | 7.1 | 7.2 | 10.3 | 9.2 | 11.6 | 3.5 | 5.6 | 3.8 | 5.5 | 5.6 | 4.2 | 4.6 | 4.9 | 8.6 | 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 | -0.02 | 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 | 0.11 |
| 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 | 1.21 | 1.2 | 1.23 | 1.16 | 1.16 | NA | NA | 1.16 | 1.34 | 1.26 | 1.06 | 1.14 | 0.96 | 1.17 | 1.06 | 1.28 | 1.07 | 1.26 | 1.26 | 1.25 | 1.12 | 1.21 | 1.36 | 1.19 | 1.15 | 1.08 | 1.07 | 0.74 |
| RSquared | NA | 0.98 | 0.96 | 0.82 | 0.71 | 0.78 | NA | NA | 0.84 | 0.95 | 0.75 | 0.72 | 0.94 | 0.2 | 0.93 | 0.93 | 0.96 | 0.39 | 0.93 | 0.92 | 0.87 | 0.87 | 0.8 | 0.91 | 0.88 | 0.91 | 0.94 | 0.85 | 0.84 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 5.2 | 3.9 | 3.5 | 2.3 | 2.5 | 2.4 | 14.9 | 5.4 | 3.9 | 2.3 | 2.5 | 2.7 | 2.9 | 2.6 | 3.0 | 2.9 | 4.0 | 4.9 | 4.6 | 1.7 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 37.0 | 20.7 | 28.4 | -13.5 | 7.2 | -84.0 | 149.8 | 48.4 | 72.3 | -9.0 | -8.3 | -2.1 | 20.3 | -13.4 | 9.0 | -14.0 | -35.8 | 6.1 | 180.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/15/2006
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