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SRJSX: JPMORGAN SMARTRETIREMENT 2035 FUND SELECT CLASS (MUTUAL FUND)
Basic Info 22.62 0.46(1.99%) June 05
| Asset Class: | Target Date 2031-2035 |
| MyPlanIQ Rating: | (71%) |
| Start Date: | 08/06/2007 |
| Last Dividend Date: | 12/31/2025 |
| 12-Mo. Yield | 6.13% |
| Expenses | 0.51% |
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Performance Analytics (As of 05/29/2026)
Not up-to-date? Try| 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 | 5.1 | 15.9 | 13.7 | 2.3 | 6.7 | 6.9 | 6.0 | 12.8 | 4.2 | 20.0 | -22.4 | -0.3 | 10.9 | 22.3 | -8.8 | 20.2 | 6.3 | -1.6 | 6.0 | 23.8 | 18.1 | -4.9 | 16.5 | 34.0 | -34.6 | 2.4 |
| Sharpe Ratio | NA | 1.42 | 1.8 | 1.11 | 0.02 | 0.38 | NA | 0.3 | 0.82 | -0.24 | 1.62 | -1.26 | -0.02 | 0.43 | 2.53 | -0.85 | 3.24 | 0.53 | -0.14 | 0.59 | 2.3 | 1.49 | -0.22 | 0.94 | 1.33 | -1.02 | 0.19 |
| Draw Down(%) | NA | 7.2 | 7.2 | 11.6 | 33.3 | 33.3 | NA | 51.2 | 11.6 | 8.0 | 9.0 | 23.8 | 15.7 | 29.1 | 4.4 | 17.0 | 1.8 | 10.9 | 11.3 | 7.5 | 7.9 | 10.6 | 21.6 | 13.3 | 23.7 | 46.3 | 8.2 |
| Standard Deviation(%) | NA | 11.0 | 9.0 | 10.5 | 13.7 | 13.8 | NA | 16.8 | 12.2 | 10.0 | 9.8 | 19.0 | 15.9 | 24.9 | 8.3 | 12.0 | 6.1 | 11.7 | 12.2 | 10.0 | 10.3 | 12.2 | 22.4 | 17.5 | 25.4 | 34.6 | 18.5 |
| Treynor Ratio | NA | 0.16 | 0.16 | 0.11 | 0.0 | 0.05 | NA | 0.05 | 0.1 | -0.03 | 0.16 | -0.22 | -0.01 | 0.1 | 0.21 | -0.1 | 0.17 | 0.06 | -0.02 | 0.05 | 0.23 | 0.18 | -0.05 | 0.16 | 0.34 | -0.37 | 0.03 |
| Alpha | NA | -0.01 | -0.01 | -0.01 | -0.02 | -0.01 | NA | 0.0 | -0.01 | -0.01 | 0.01 | -0.02 | 0.01 | -0.01 | 0.0 | -0.01 | -0.01 | -0.01 | 0.0 | -0.01 | 0.0 | 0.01 | -0.01 | 0.0 | 0.02 | -0.01 | 0.0 |
| Beta | NA | 1.0 | 0.98 | 1.02 | 1.03 | 1.01 | NA | 1.0 | 1.0 | 0.93 | 1.02 | 1.07 | 0.26 | 1.02 | 0.98 | 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 | 0.92 | 0.76 | 0.84 | NA | 0.93 | 0.87 | 0.75 | 0.92 | 0.89 | 0.09 | 0.98 | 0.99 | 0.99 | 0.93 | 0.98 | 0.97 | 0.96 | 0.95 | 0.93 | 0.99 | 0.98 | 0.97 | 0.99 | 0.97 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 6.4 | 5.2 | 2.5 | 1.5 | 2.7 | 1.8 | 11.2 | 4.8 | 4.5 | 3.0 | 3.0 | 4.3 | 5.4 | 2.4 | 2.1 | 2.4 | 2.5 | 1.9 | 3.2 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 32.7 | 138.4 | 24.8 | -46.1 | 60.4 | -81.7 | 97.4 | 24.1 | 59.7 | -6.7 | -28.0 | -8.2 | 161.1 | 4.6 | -1.6 | 31.9 | -14.5 | -42.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/02/2007
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