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SMTYX: JPMORGAN SMARTRETIREMENT 2040 FUND CLASS R6 (MUTUAL FUND)
Basic Info 25.2 0.57(2.21%) June 05
| Asset Class: | Target Date 2036-2040 |
| MyPlanIQ Rating: | (1%) |
| Start Date: | 11/04/2014 |
| Last Dividend Date: | 12/31/2025 |
| 12-Mo. Yield | 6.33% |
| 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 | Since 11/04/2014 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.0 | 5.9 | 17.8 | 15.4 | 2.9 | 7.5 | 6.6 | 16.8 | 10.6 | 21.8 | -23.8 | 1.0 | 11.6 | 24.2 | -9.4 | 22.0 | 6.9 | -1.6 | 1.6 |
| Sharpe Ratio | NA | 0.93 | 1.46 | 1.03 | 0.03 | 0.38 | 0.34 | 1.05 | 0.68 | 1.69 | -1.19 | 0.06 | 0.4 | 2.43 | -0.82 | 3.24 | 0.52 | -0.13 | 1.05 |
| Draw Down(%) | NA | 8.0 | 8.0 | 13.2 | 34.5 | 34.5 | 34.5 | 13.2 | 6.0 | 9.6 | 24.8 | 16.5 | 31.4 | 5.2 | 18.2 | 2.0 | 11.9 | 11.9 | 4.7 |
| Standard Deviation(%) | NA | 12.6 | 10.4 | 11.7 | 15.1 | 15.4 | 15.1 | 13.4 | 10.3 | 10.8 | 21.3 | 16.9 | 27.8 | 9.3 | 13.1 | 6.6 | 12.8 | 13.1 | 10.1 |
| Treynor Ratio | NA | 0.12 | 0.15 | 0.11 | 0.0 | 0.06 | 0.05 | 0.13 | 0.06 | 0.17 | -0.23 | 0.01 | 0.11 | 0.23 | -0.1 | 0.19 | 0.07 | -0.02 | 0.1 |
| Alpha | NA | -0.01 | -0.01 | -0.01 | -0.02 | -0.01 | -0.01 | -0.01 | -0.01 | 0.01 | -0.02 | -0.04 | -0.01 | 0.0 | -0.01 | -0.01 | -0.01 | 0.0 | 0.01 |
| Beta | NA | 1.02 | 1.02 | 1.06 | 1.07 | 1.05 | 1.04 | 1.08 | 1.08 | 1.05 | 1.09 | 0.94 | 1.04 | 1.0 | 1.03 | 1.14 | 1.01 | 1.0 | 1.02 |
| RSquared | NA | 0.99 | 0.99 | 0.96 | 0.79 | 0.88 | 0.89 | 0.99 | 0.94 | 0.94 | 0.88 | 0.34 | 0.98 | 0.99 | 0.99 | 0.94 | 0.98 | 0.98 | 0.98 |
| Yield(%) | N/A | 0.0 | 6.3 | 5.3 | 3.1 | 5.1 | N/A | 6.6 | 5.6 | 2.5 | 1.6 | 3.0 | 1.9 | 13.0 | 5.4 | 5.0 | 3.3 | 3.2 | 3.5 |
| Dividend Growth(%) | N/A | -100.0 | 29.0 | 104.8 | -30.4 | N/A | N/A | 29.0 | 154.3 | 17.9 | -47.6 | 67.6 | -83.2 | 104.0 | 25.7 | 62.4 | -4.6 | -11.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/04/2014
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