Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JAKIX (JPMORGAN SMARTRETIREMENT 2060 FUND INSTITUTIONAL CLASS) | 5.87% | 17.18% | 15.89% | 8.00% | 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 |
|---|---|---|
| JAKIX (JPMORGAN SMARTRETIREMENT 2060 FUND INSTITUTIONAL CLASS) | 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 (%) | -3.04 | 17.18 | 15.89 | 8.00 | NA | NA | NA | … | … | 5.87 | 16.51 | 12.39 | 22.52 | -18.26 | 17.62 | 15.37 | 24.97 | -9.63 | 21.92 | 1.76 |
| Sharpe Ratio | NA | 1.44 | 1.02 | 0.38 | NA | NA | NA | … | … | 0.98 | 0.89 | 0.77 | 1.61 | -0.95 | 1.42 | 0.50 | 2.36 | -0.82 | 3.30 | 0.54 |
| Standard Deviation(%) | NA | 11.87 | 13.21 | 14.86 | NA | NA | NA | … | … | 14.46 | 15.58 | 11.44 | 11.84 | 20.78 | 12.42 | 30.01 | 9.95 | 13.49 | 6.47 | 9.63 |
| Draw Down(%) | NA | 9.13 | 15.11 | 25.66 | NA | NA | NA | … | … | 9.13 | 15.11 | 7.13 | 10.34 | 25.66 | 5.27 | 33.11 | 5.68 | 18.75 | 2.04 | 4.55 |
| Yield(%) | 0.00 | 4.66 | 3.82 | 4.53 | 5.31 | 3.54 | 2.66 | … | … | 0.00 | 4.98 | 3.47 | 2.07 | 5.16 | 9.62 | 3.98 | 4.88 | 2.68 | 2.44 | 1.29 |
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 |
|---|---|---|---|---|
| JAKIX (JPMORGAN SMARTRETIREMENT 2060 FUND INSTITUTIONAL CLASS) |
0.64%
Mar 2017 – Mar 2020 |
3.93%
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 |
|---|---|---|---|---|
| JAKIX (JPMORGAN SMARTRETIREMENT 2060 FUND INSTITUTIONAL CLASS) |
20.03%
Sep 2022 – Sep 2025 |
14.08%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart