Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JAKSX (JPMORGAN SMARTRETIREMENT 2060 FUND SELECT CLASS) | 5.80% | 17.01% | 15.70% | 7.84% | 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 |
|---|---|---|
| JAKSX (JPMORGAN SMARTRETIREMENT 2060 FUND SELECT 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 (%) | -3.05 | 17.01 | 15.70 | 7.84 | NA | NA | NA | … | … | 5.80 | 16.33 | 12.40 | 22.14 | -18.38 | 17.47 | 15.22 | 24.75 | -9.73 | 21.85 | 1.71 |
| Sharpe Ratio | NA | 1.42 | 1.01 | 0.37 | NA | NA | NA | … | … | 0.97 | 0.88 | 0.78 | 1.58 | -0.96 | 1.40 | 0.50 | 2.34 | -0.83 | 3.27 | 0.52 |
| Standard Deviation(%) | NA | 11.89 | 13.19 | 14.83 | NA | NA | NA | … | … | 14.48 | 15.64 | 11.30 | 11.81 | 20.72 | 12.43 | 30.02 | 9.94 | 13.45 | 6.52 | 9.55 |
| Draw Down(%) | NA | 9.14 | 15.15 | 25.80 | NA | NA | NA | … | … | 9.14 | 15.15 | 7.10 | 10.35 | 25.79 | 5.31 | 33.11 | 5.68 | 18.81 | 2.04 | 4.56 |
| Yield(%) | 0.00 | 4.53 | 3.65 | 4.41 | 5.15 | 3.43 | 2.57 | … | … | 0.00 | 4.84 | 3.32 | 1.87 | 5.03 | 9.47 | 3.86 | 4.75 | 2.57 | 2.31 | 1.24 |
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 |
|---|---|---|---|---|
| JAKSX (JPMORGAN SMARTRETIREMENT 2060 FUND SELECT CLASS) |
0.54%
Mar 2017 – Mar 2020 |
3.80%
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 |
|---|---|---|---|---|
| JAKSX (JPMORGAN SMARTRETIREMENT 2060 FUND SELECT CLASS) |
19.85%
Sep 2022 – Sep 2025 |
13.91%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart