Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JAKCX (JPMORGAN SMARTRETIREMENT 2060 FUND CLASS C) | 5.43% | 16.12% | 14.84% | 7.03% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 09/01/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JAKCX (JPMORGAN SMARTRETIREMENT 2060 FUND CLASS C) | 09/01/2016 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.07 | 16.12 | 14.84 | 7.03 | NA | NA | NA | … | … | 5.43 | 15.36 | 12.22 | 20.55 | -18.98 | 16.56 | 14.38 | 23.96 | -10.38 | 20.84 | 1.51 |
| Sharpe Ratio | NA | 1.34 | 0.95 | 0.32 | NA | NA | NA | … | … | 0.90 | 0.81 | 0.77 | 1.45 | -0.99 | 1.33 | 0.47 | 2.25 | -0.88 | 3.14 | 0.45 |
| Standard Deviation(%) | NA | 11.90 | 13.12 | 14.81 | NA | NA | NA | … | … | 14.48 | 15.62 | 11.13 | 11.78 | 20.78 | 12.39 | 29.98 | 10.01 | 13.49 | 6.45 | 9.65 |
| Draw Down(%) | NA | 9.16 | 15.22 | 26.30 | NA | NA | NA | … | … | 9.16 | 15.22 | 7.16 | 10.50 | 26.20 | 5.34 | 33.16 | 5.71 | 19.41 | 2.05 | 4.69 |
| Yield(%) | 0.00 | 3.78 | 2.85 | 3.86 | 4.40 | 2.93 | 2.20 | … | … | 0.00 | 4.02 | 2.55 | 1.17 | 4.46 | 9.18 | 3.46 | 4.10 | 2.03 | 1.75 | 0.97 |
Data as of 06/10/2026, Common starting date is 09/01/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JAKCX (JPMORGAN SMARTRETIREMENT 2060 FUND CLASS C) |
-0.17%
Mar 2017 – Mar 2020 |
3.04%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JAKCX (JPMORGAN SMARTRETIREMENT 2060 FUND CLASS C) |
18.95%
Sep 2022 – Sep 2025 |
13.06%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart