Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JAKZX (JPMORGAN SMARTRETIREMENT 2060 FUND CLASS R2) | 5.54% | 16.40% | 15.13% | 7.30% | 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 |
|---|---|---|
| JAKZX (JPMORGAN SMARTRETIREMENT 2060 FUND CLASS R2) | 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 (%) | -3.08 | 16.40 | 15.13 | 7.30 | NA | NA | NA | … | … | 5.54 | 15.69 | 12.28 | 21.07 | -18.78 | 16.89 | 14.61 | 24.14 | -10.21 | 21.23 | 1.59 |
| Sharpe Ratio | NA | 1.37 | 0.97 | 0.34 | NA | NA | NA | … | … | 0.92 | 0.84 | 0.77 | 1.49 | -0.98 | 1.36 | 0.48 | 2.28 | -0.87 | 3.20 | 0.48 |
| Standard Deviation(%) | NA | 11.90 | 13.14 | 14.82 | NA | NA | NA | … | … | 14.50 | 15.61 | 11.22 | 11.79 | 20.78 | 12.43 | 29.98 | 9.96 | 13.45 | 6.45 | 9.63 |
| Draw Down(%) | NA | 9.17 | 15.18 | 26.12 | NA | NA | NA | … | … | 9.17 | 15.18 | 7.14 | 10.51 | 26.02 | 5.34 | 33.16 | 5.69 | 19.22 | 2.05 | 4.67 |
| Yield(%) | 0.00 | 4.11 | 3.15 | 4.06 | 4.63 | 3.09 | 2.32 | … | … | 0.00 | 4.37 | 2.81 | 1.42 | 4.67 | 9.20 | 3.51 | 4.18 | 2.13 | 1.98 | 1.05 |
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 |
|---|---|---|---|---|
| JAKZX (JPMORGAN SMARTRETIREMENT 2060 FUND CLASS R2) |
0.02%
Mar 2017 – Mar 2020 |
3.25%
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 |
|---|---|---|---|---|
| JAKZX (JPMORGAN SMARTRETIREMENT 2060 FUND CLASS R2) |
19.26%
Sep 2022 – Sep 2025 |
13.33%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart