Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JAKQX (JPMORGAN SMARTRETIREMENT 2060 FUND CLASS R4) | 5.77% | 17.02% | 15.70% | 7.83% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 09/12/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JAKQX (JPMORGAN SMARTRETIREMENT 2060 FUND CLASS R4) | 09/12/2016 | 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 (%) | -3.05 | 17.02 | 15.70 | 7.83 | NA | NA | NA | … | … | 5.77 | 16.33 | 12.33 | 22.26 | -18.42 | 17.45 | 15.26 | 24.65 | -9.72 | 21.77 | 2.16 |
| Sharpe Ratio | NA | 1.42 | 1.01 | 0.37 | NA | NA | NA | … | … | 0.97 | 0.88 | 0.77 | 1.59 | -0.96 | 1.40 | 0.50 | 2.32 | -0.83 | 3.29 | 0.79 |
| Standard Deviation(%) | NA | 11.86 | 13.17 | 14.83 | NA | NA | NA | … | … | 14.43 | 15.59 | 11.34 | 11.81 | 20.76 | 12.43 | 29.96 | 9.98 | 13.45 | 6.45 | 8.77 |
| Draw Down(%) | NA | 9.13 | 15.11 | 25.81 | NA | NA | NA | … | … | 9.13 | 15.11 | 7.12 | 10.37 | 25.79 | 5.31 | 33.11 | 5.63 | 18.81 | 2.04 | 4.18 |
| Yield(%) | 0.00 | 4.55 | 3.68 | 4.44 | 5.19 | 3.46 | 2.59 | … | … | 0.00 | 4.85 | 3.33 | 1.94 | 5.17 | 9.45 | 3.84 | 4.71 | 2.58 | 2.31 | 1.22 |
Data as of 06/10/2026, Common starting date is 09/12/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JAKQX (JPMORGAN SMARTRETIREMENT 2060 FUND CLASS R4) |
0.50%
Mar 2017 – Mar 2020 |
3.78%
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 |
|---|---|---|---|---|
| JAKQX (JPMORGAN SMARTRETIREMENT 2060 FUND CLASS R4) |
19.84%
Sep 2022 – Sep 2025 |
13.91%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart