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JTSZX: JPMORGAN SMARTRETIREMENT 2050 FUND CLASS R2 (MUTUAL FUND)
Basic Info 26.44 0.7(2.58%) June 05
| Asset Class: | Target Date 2046-2050 |
| MyPlanIQ Rating: | (28%) |
| Start Date: | 11/14/2008 |
| Last Dividend Date: | 12/31/2025 |
| 12-Mo. Yield | 5.13% |
| Expenses | 0.67% |
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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 | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.3 | 6.5 | 19.0 | 16.0 | 3.0 | 7.4 | 7.3 | 9.4 | 17.3 | 12.2 | 21.2 | -25.5 | 2.8 | 11.3 | 24.1 | -10.3 | 21.3 | 6.0 | -2.0 | 5.7 | 24.2 | 17.8 | -5.3 | 16.8 | 33.1 | 5.1 |
| Sharpe Ratio | NA | 0.93 | 1.37 | 0.97 | 0.03 | 0.35 | NA | 0.5 | 0.94 | 0.76 | 1.5 | -1.16 | 0.16 | 0.36 | 2.27 | -0.87 | 3.11 | 0.46 | -0.16 | 0.54 | 2.27 | 1.44 | -0.24 | 0.95 | 1.3 | 1.01 |
| Draw Down(%) | NA | 9.2 | 9.2 | 15.2 | 35.6 | 35.6 | NA | 35.6 | 15.2 | 7.2 | 10.5 | 26.8 | 16.1 | 33.3 | 5.7 | 19.3 | 1.9 | 11.9 | 12.0 | 7.9 | 8.1 | 10.9 | 21.9 | 13.0 | 23.6 | 11.9 |
| Standard Deviation(%) | NA | 14.4 | 11.9 | 13.2 | 16.4 | 16.6 | NA | 17.1 | 15.4 | 11.3 | 11.8 | 23.4 | 17.0 | 30.2 | 10.0 | 13.6 | 6.7 | 12.7 | 13.1 | 10.5 | 10.7 | 12.4 | 22.5 | 17.6 | 25.3 | 49.6 |
| Treynor Ratio | NA | 0.13 | 0.18 | 0.15 | 0.01 | 0.07 | NA | 0.1 | 0.18 | 0.1 | 0.21 | -0.31 | 0.03 | 0.14 | 0.29 | -0.15 | 0.23 | 0.06 | -0.03 | 0.06 | 0.26 | 0.19 | -0.06 | 0.18 | 0.36 | 0.59 |
| Alpha | NA | -0.02 | -0.01 | -0.01 | -0.03 | -0.02 | NA | -0.01 | 0.01 | -0.03 | 0.0 | -0.05 | -0.07 | -0.01 | 0.0 | -0.03 | 0.0 | -0.02 | -0.01 | -0.02 | -0.02 | 0.01 | -0.03 | 0.01 | 0.03 | 0.05 |
| Beta | NA | 0.99 | 0.91 | 0.84 | 0.85 | 0.83 | NA | 0.86 | 0.8 | 0.83 | 0.86 | 0.88 | 0.79 | 0.81 | 0.78 | 0.77 | 0.92 | 0.94 | 0.82 | 0.89 | 0.92 | 0.92 | 0.95 | 0.95 | 0.91 | 0.85 |
| RSquared | NA | 0.92 | 0.88 | 0.91 | 0.77 | 0.83 | NA | 0.88 | 0.94 | 0.88 | 0.9 | 0.84 | 0.39 | 0.87 | 0.96 | 0.95 | 0.85 | 0.94 | 0.94 | 0.93 | 0.91 | 0.89 | 0.97 | 0.94 | 0.95 | 0.97 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 5.4 | 2.4 | 1.4 | 0.9 | 2.5 | 1.2 | 10.6 | 3.8 | 4.0 | 2.6 | 2.7 | 4.0 | 5.1 | 2.1 | 1.9 | 3.7 | 2.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 152.9 | 100.4 | 13.0 | -63.9 | 129.6 | -87.1 | 134.5 | 13.2 | 62.9 | -9.0 | -31.0 | -10.0 | 191.9 | 0.0 | -43.2 | 144.6 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/04/2008
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