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SRJYX: JPMORGAN SMARTRETIREMENT 2035 FUND CLASS R6 (MUTUAL FUND)
Basic Info 22.65 0.47(2.03%) June 05
| Asset Class: | Target Date 2031-2035 |
| MyPlanIQ Rating: | (1%) |
| Start Date: | 11/04/2014 |
| Last Dividend Date: | 12/31/2025 |
| 12-Mo. Yield | 6.38% |
| 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 | Since 11/04/2014 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.9 | 5.2 | 16.1 | 14.1 | 2.6 | 6.9 | 6.1 | 15.7 | 9.2 | 20.6 | -22.2 | -0.0 | 11.2 | 22.6 | -8.7 | 20.6 | 6.5 | -1.5 | 1.5 |
| Sharpe Ratio | NA | 0.88 | 1.46 | 1.02 | 0.0 | 0.38 | 0.34 | 1.09 | 0.59 | 1.73 | -1.25 | 0.0 | 0.44 | 2.57 | -0.84 | 3.28 | 0.54 | -0.12 | 1.07 |
| Draw Down(%) | NA | 7.2 | 7.2 | 11.6 | 33.2 | 33.2 | 33.2 | 11.6 | 5.1 | 8.9 | 23.6 | 15.7 | 29.0 | 4.4 | 16.9 | 1.8 | 10.9 | 11.2 | 4.4 |
| Standard Deviation(%) | NA | 11.3 | 9.2 | 10.6 | 13.7 | 13.9 | 13.7 | 11.8 | 9.5 | 9.9 | 19.0 | 15.9 | 24.8 | 8.2 | 12.0 | 6.1 | 11.7 | 12.2 | 9.6 |
| Treynor Ratio | NA | 0.1 | 0.14 | 0.11 | 0.0 | 0.05 | 0.05 | 0.12 | 0.05 | 0.17 | -0.22 | 0.0 | 0.11 | 0.22 | -0.1 | 0.17 | 0.06 | -0.01 | 0.1 |
| Alpha | NA | -0.01 | -0.01 | 0.0 | -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 | 0.99 | 0.98 | 1.02 | 1.04 | 1.01 | 1.01 | 1.06 | 1.06 | 1.03 | 1.08 | 0.92 | 1.02 | 0.97 | 1.04 | 1.16 | 1.02 | 1.02 | 1.05 |
| RSquared | NA | 0.99 | 0.95 | 0.91 | 0.76 | 0.84 | 0.86 | 0.99 | 0.92 | 0.92 | 0.9 | 0.31 | 0.98 | 0.99 | 0.99 | 0.94 | 0.98 | 0.97 | 0.98 |
| Yield(%) | N/A | 0.0 | 6.3 | 5.3 | 3.1 | 4.9 | N/A | 6.7 | 5.5 | 2.8 | 1.7 | 3.0 | 2.1 | 11.4 | 5.0 | 4.8 | 3.2 | 3.2 | 3.3 |
| Dividend Growth(%) | N/A | -100.0 | 30.4 | 99.7 | -25.0 | N/A | N/A | 30.4 | 124.8 | 21.7 | -43.5 | 55.0 | -79.6 | 93.4 | 22.6 | 56.7 | -4.8 | -6.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/04/2014
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