Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JAKYX (JPMORGAN SMARTRETIREMENT 2060 FUND CLASS R6) | 5.90% | 17.28% | 16.00% | 5.85% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 08/31/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JAKYX (JPMORGAN SMARTRETIREMENT 2060 FUND CLASS R6) | 08/31/2016 | 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 | 17.28 | 16.00 | 5.85 | NA | NA | NA | … | … | 5.90 | 18.13 | 12.41 | 22.75 | -21.91 | 11.08 | 13.09 | 25.05 | -9.53 | 22.07 | 1.90 |
| Sharpe Ratio | NA | 1.45 | 1.03 | 0.23 | NA | NA | NA | … | … | 0.99 | 1.00 | 0.77 | 1.63 | -1.08 | 0.84 | 0.43 | 2.36 | -0.81 | 3.32 | 0.58 |
| Standard Deviation(%) | NA | 11.87 | 13.20 | 15.26 | NA | NA | NA | … | … | 14.46 | 15.38 | 11.37 | 11.79 | 21.76 | 13.21 | 29.99 | 9.99 | 13.50 | 6.48 | 9.60 |
| Draw Down(%) | NA | 9.11 | 15.08 | 29.83 | NA | NA | NA | … | … | 9.11 | 15.08 | 7.12 | 10.37 | 25.61 | 9.99 | 33.11 | 5.62 | 18.67 | 2.04 | 4.54 |
| Yield(%) | 0.00 | 4.75 | 3.92 | 2.72 | 3.64 | 2.43 | 1.82 | … | … | 0.00 | 5.07 | 3.57 | 2.16 | 1.40 | 3.19 | 1.74 | 4.98 | 2.77 | 2.52 | 1.30 |
Data as of 06/10/2026, Common starting date is 08/31/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JAKYX (JPMORGAN SMARTRETIREMENT 2060 FUND CLASS R6) |
-0.64%
Dec 2019 – Dec 2022 |
2.10%
Dec 2017 – Dec 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JAKYX (JPMORGAN SMARTRETIREMENT 2060 FUND CLASS R6) |
18.65%
May 2023 – May 2026 |
13.39%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart