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SRJCX: JPMORGAN SMARTRETIREMENT 2035 FUND CLASS C (MUTUAL FUND)
Basic Info 22.01 0.46(2.05%) June 05
| Asset Class: | Target Date 2031-2035 |
| MyPlanIQ Rating: | (42%) |
| Start Date: | 08/03/2007 |
| Last Dividend Date: | 12/31/2025 |
| 12-Mo. Yield | 5.44% |
| Expenses | 0.51% |
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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 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.9 | 4.7 | 15.0 | 13.0 | 1.4 | 5.8 | 6.1 | 5.2 | 14.6 | 9.2 | 18.3 | -23.1 | -1.3 | 10.0 | 21.5 | -9.5 | 19.4 | 5.5 | -2.4 | 5.4 | 22.7 | 17.2 | -5.5 | 15.7 | 32.8 | -35.1 | 3.8 |
| Sharpe Ratio | NA | 0.78 | 1.34 | 0.93 | -0.08 | 0.3 | NA | 0.25 | 1.0 | 0.61 | 1.52 | -1.29 | -0.08 | 0.39 | 2.43 | -0.91 | 3.11 | 0.45 | -0.19 | 0.54 | 2.2 | 1.42 | -0.25 | 0.89 | 1.28 | -1.04 | 0.38 |
| Draw Down(%) | NA | 7.3 | 7.3 | 11.7 | 34.0 | 34.0 | NA | 51.7 | 11.7 | 5.1 | 9.2 | 24.2 | 16.0 | 29.1 | 4.5 | 17.6 | 1.8 | 11.0 | 11.5 | 7.5 | 8.0 | 10.8 | 21.8 | 13.4 | 23.9 | 46.7 | 8.2 |
| Standard Deviation(%) | NA | 11.3 | 9.2 | 10.4 | 13.7 | 13.9 | NA | 16.8 | 11.8 | 9.1 | 9.7 | 19.1 | 16.1 | 24.8 | 8.2 | 12.0 | 6.1 | 11.7 | 12.3 | 10.0 | 10.3 | 12.1 | 22.5 | 17.5 | 25.6 | 34.7 | 18.5 |
| Treynor Ratio | NA | 0.09 | 0.13 | 0.1 | -0.01 | 0.04 | NA | 0.04 | 0.11 | 0.05 | 0.14 | -0.23 | -0.01 | 0.1 | 0.21 | -0.11 | 0.16 | 0.05 | -0.02 | 0.05 | 0.22 | 0.17 | -0.05 | 0.15 | 0.32 | -0.38 | 0.07 |
| Alpha | NA | -0.01 | -0.01 | -0.01 | -0.02 | -0.01 | NA | -0.01 | -0.01 | -0.01 | 0.0 | -0.03 | -0.05 | -0.02 | 0.0 | -0.01 | -0.01 | -0.01 | 0.0 | -0.01 | 0.0 | 0.01 | -0.01 | 0.0 | 0.01 | -0.01 | 0.0 |
| Beta | NA | 0.99 | 0.98 | 1.02 | 1.03 | 1.01 | NA | 1.0 | 1.06 | 1.05 | 1.03 | 1.08 | 0.92 | 1.02 | 0.97 | 1.04 | 1.15 | 1.02 | 1.02 | 1.08 | 1.05 | 1.01 | 1.05 | 1.03 | 1.01 | 0.94 | 1.02 |
| RSquared | NA | 0.99 | 0.95 | 0.93 | 0.76 | 0.84 | NA | 0.93 | 0.99 | 0.95 | 0.96 | 0.89 | 0.3 | 0.98 | 0.99 | 0.99 | 0.93 | 0.98 | 0.97 | 0.96 | 0.95 | 0.92 | 0.99 | 0.98 | 0.97 | 0.99 | 0.97 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 5.7 | 4.4 | 1.6 | 0.9 | 2.1 | 1.2 | 10.5 | 4.2 | 3.8 | 2.2 | 2.5 | 3.7 | 4.7 | 1.7 | 1.5 | 1.8 | 1.7 | 1.6 | 2.9 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 36.6 | 216.7 | 36.2 | -58.0 | 86.6 | -87.3 | 114.8 | 29.3 | 77.0 | -15.8 | -29.7 | -11.0 | 229.8 | 3.8 | -7.5 | 41.9 | -30.7 | -45.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/02/2007
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