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SMTCX: JPMORGAN SMARTRETIREMENT 2040 FUND CLASS C (MUTUAL FUND)
Basic Info 24.1 0.55(2.23%) June 05
| Asset Class: | Target Date 2036-2040 |
| MyPlanIQ Rating: | (66%) |
| Start Date: | 05/31/2006 |
| Last Dividend Date: | 12/31/2025 |
| 12-Mo. Yield | 5.53% |
| 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 | 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(%) | -2.0 | 5.5 | 16.6 | 14.2 | 1.7 | 6.5 | 6.6 | 5.9 | 6.0 | 15.6 | 10.5 | 19.6 | -24.8 | -0.4 | 11.6 | 23.1 | -10.3 | 20.8 | 5.8 | -2.5 | 6.9 | 22.0 | 17.2 | -5.7 | 15.9 | 32.6 | -35.2 | 5.5 | 13.1 |
| Sharpe Ratio | NA | 0.85 | 1.34 | 0.94 | -0.05 | 0.31 | NA | NA | 0.28 | 0.95 | 0.68 | 1.51 | -1.23 | -0.03 | 0.4 | 2.31 | -0.89 | 3.07 | 0.44 | -0.19 | 0.67 | 2.09 | 1.4 | -0.25 | 0.9 | 1.27 | -1.03 | 0.16 | 2.02 |
| Draw Down(%) | NA | 8.1 | 8.1 | 13.3 | 35.8 | 35.8 | NA | NA | 52.0 | 13.3 | 6.0 | 9.8 | 25.8 | 17.0 | 31.5 | 5.3 | 19.0 | 2.0 | 12.0 | 12.3 | 8.0 | 8.2 | 11.0 | 22.0 | 13.4 | 24.0 | 46.8 | 9.8 | 5.6 |
| Standard Deviation(%) | NA | 12.7 | 10.4 | 11.6 | 15.2 | 15.4 | NA | NA | 17.3 | 13.4 | 10.1 | 10.7 | 21.5 | 17.2 | 27.9 | 9.4 | 13.1 | 6.6 | 12.8 | 13.1 | 10.3 | 10.5 | 12.4 | 22.5 | 17.5 | 25.5 | 34.9 | 15.1 | 9.8 |
| Treynor Ratio | NA | 0.1 | 0.14 | 0.1 | -0.01 | 0.05 | NA | NA | 0.05 | 0.12 | 0.06 | 0.15 | -0.24 | 0.0 | 0.11 | 0.22 | -0.11 | 0.18 | 0.06 | -0.03 | 0.07 | 0.21 | 0.18 | -0.06 | 0.15 | 0.32 | -0.38 | 0.02 | 0.2 |
| Alpha | NA | -0.02 | -0.01 | -0.01 | -0.02 | -0.02 | NA | NA | -0.01 | -0.02 | -0.01 | 0.0 | -0.03 | -0.05 | -0.01 | 0.0 | -0.01 | -0.01 | -0.01 | 0.0 | 0.0 | -0.01 | 0.01 | -0.01 | 0.0 | 0.01 | -0.01 | -0.01 | 0.0 |
| Beta | NA | 1.03 | 1.03 | 1.06 | 1.07 | 1.05 | NA | NA | 1.01 | 1.09 | 1.07 | 1.05 | 1.1 | 0.93 | 1.04 | 1.0 | 1.03 | 1.14 | 1.01 | 0.99 | 1.04 | 1.02 | 0.98 | 1.03 | 1.03 | 1.01 | 0.95 | 1.03 | 0.98 |
| RSquared | NA | 0.99 | 0.98 | 0.98 | 0.78 | 0.88 | NA | NA | 0.94 | 0.99 | 0.97 | 0.97 | 0.87 | 0.32 | 0.98 | 0.99 | 0.99 | 0.94 | 0.98 | 0.98 | 0.98 | 0.97 | 0.92 | 0.99 | 0.98 | 0.97 | 0.99 | 0.97 | 0.86 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 5.8 | 4.6 | 1.4 | 0.8 | 2.3 | 2.2 | 12.2 | 4.5 | 4.0 | 2.3 | 2.6 | 3.8 | 3.9 | 1.5 | 1.2 | 1.2 | 2.1 | 4.5 | 4.6 | 2.1 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 35.3 | 269.9 | 34.3 | -65.2 | 10.0 | -79.8 | 125.8 | 32.7 | 82.7 | -16.7 | -29.4 | 11.6 | 200.5 | 15.8 | 12.9 | -20.1 | -71.9 | -3.1 | 143.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/15/2006
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