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SRJZX: JPMORGAN SMARTRETIREMENT 2035 FUND CLASS R2 (MUTUAL FUND)
Basic Info 22.22 0.46(2.03%) June 05
| Asset Class: | Target Date 2031-2035 |
| MyPlanIQ Rating: | (22%) |
| Start Date: | 11/14/2008 |
| Last Dividend Date: | 12/31/2025 |
| 12-Mo. Yield | 5.70% |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.9 | 4.8 | 15.3 | 13.3 | 1.7 | 6.1 | 6.4 | 8.7 | 12.1 | 4.6 | 19.0 | -22.9 | -0.9 | 10.3 | 21.7 | -9.3 | 19.7 | 5.7 | -2.0 | 5.7 | 23.4 | 17.6 | -5.2 | 16.1 | 33.3 | 5.6 |
| Sharpe Ratio | NA | 0.8 | 1.37 | 0.95 | -0.06 | 0.32 | NA | 0.49 | 0.77 | -0.21 | 1.52 | -1.28 | -0.06 | 0.4 | 2.47 | -0.89 | 3.15 | 0.47 | -0.16 | 0.57 | 2.26 | 1.46 | -0.23 | 0.92 | 1.3 | 1.12 |
| Draw Down(%) | NA | 7.3 | 7.3 | 11.6 | 33.8 | 33.8 | NA | 33.8 | 11.6 | 7.7 | 9.1 | 24.1 | 15.9 | 29.1 | 4.5 | 17.5 | 1.7 | 10.9 | 11.4 | 7.5 | 8.0 | 10.7 | 21.7 | 13.4 | 23.8 | 11.8 |
| Standard Deviation(%) | NA | 11.3 | 9.3 | 10.5 | 13.7 | 13.9 | NA | 15.6 | 12.3 | 9.7 | 9.8 | 19.1 | 16.0 | 24.9 | 8.2 | 12.0 | 6.1 | 11.7 | 12.2 | 10.0 | 10.3 | 12.1 | 22.4 | 17.5 | 25.6 | 49.3 |
| Treynor Ratio | NA | 0.09 | 0.13 | 0.1 | -0.01 | 0.04 | NA | 0.08 | 0.09 | -0.02 | 0.14 | -0.23 | -0.04 | 0.1 | 0.21 | -0.1 | 0.17 | 0.05 | -0.02 | 0.05 | 0.22 | 0.18 | -0.05 | 0.16 | 0.33 | 0.58 |
| Alpha | NA | -0.01 | -0.01 | -0.01 | -0.02 | -0.01 | NA | -0.01 | -0.01 | -0.01 | 0.0 | -0.02 | 0.0 | -0.01 | 0.0 | -0.01 | -0.01 | -0.01 | 0.0 | -0.01 | 0.0 | 0.01 | -0.01 | 0.0 | 0.01 | 0.0 |
| Beta | NA | 1.0 | 0.98 | 1.02 | 1.03 | 1.01 | NA | 1.02 | 1.0 | 0.93 | 1.03 | 1.07 | 0.26 | 1.02 | 0.97 | 1.04 | 1.15 | 1.02 | 1.02 | 1.08 | 1.05 | 1.01 | 1.05 | 1.03 | 1.01 | 0.96 |
| RSquared | NA | 0.99 | 0.95 | 0.93 | 0.76 | 0.84 | NA | 0.92 | 0.87 | 0.78 | 0.95 | 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 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 5.9 | 4.7 | 2.0 | 1.1 | 2.2 | 1.4 | 10.7 | 4.4 | 4.0 | 2.4 | 2.7 | 4.1 | 5.0 | 2.1 | 1.9 | 2.2 | 2.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 35.4 | 173.6 | 30.7 | -50.6 | 76.9 | -85.7 | 109.7 | 25.2 | 77.1 | -16.3 | -31.1 | -8.8 | 181.6 | 3.7 | -5.3 | 50.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/04/2008
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