Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JNSAX (JPMORGAN SMARTRETIREMENT 2025 FUND CLASS A) | 3.34% | 11.77% | 10.23% | 1.32% | 4.91% | 5.57% | NA | … | … |
Data as of 06/05/2026, Common starting date is 08/07/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JNSAX (JPMORGAN SMARTRETIREMENT 2025 FUND CLASS A) | 08/07/2007 | 06/05/2026 |
| 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 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.37 | 11.77 | 10.23 | 1.32 | 4.91 | 5.57 | NA | … | … | 3.34 | 12.20 | 5.16 | 16.34 | -19.37 | -1.33 | 8.69 | 18.16 | -6.81 | 15.99 | 5.88 | -1.17 | 5.63 | 18.51 | 15.83 | -2.64 | 15.49 | 31.04 | -31.49 | 2.12 |
| Sharpe Ratio | NA | 1.41 | 0.90 | -0.12 | 0.33 | NA | NA | … | … | 0.68 | 1.20 | 0.21 | 1.66 | -1.56 | -0.12 | 0.50 | 2.94 | -0.93 | 3.42 | 0.63 | -0.13 | 0.70 | 2.20 | 1.64 | -0.15 | 1.06 | 1.41 | -1.08 | 0.17 |
| Standard Deviation(%) | NA | 6.45 | 7.77 | 9.80 | 9.85 | NA | NA | … | … | 7.97 | 7.83 | 7.37 | 7.71 | 13.39 | 11.48 | 16.93 | 5.67 | 8.87 | 4.51 | 9.05 | 9.56 | 7.98 | 8.41 | 9.72 | 18.15 | 14.59 | 21.88 | 29.85 | 16.37 |
| Draw Down(%) | NA | 5.41 | 7.42 | 28.04 | 28.04 | NA | NA | … | … | 5.41 | 7.38 | 4.31 | 7.34 | 20.71 | 11.31 | 22.07 | 2.78 | 13.11 | 1.36 | 8.29 | 9.15 | 5.85 | 7.09 | 8.50 | 17.57 | 10.97 | 20.75 | 42.39 | 7.25 |
| Yield(%) | 0.00 | 7.11 | 5.20 | 3.12 | 4.65 | 4.89 | 4.05 | … | … | 0.00 | 7.38 | 4.67 | 2.99 | 1.86 | 2.44 | 2.02 | 13.68 | 4.88 | 4.30 | 2.94 | 3.00 | 4.12 | 4.73 | 2.44 | 2.47 | 2.79 | 2.59 | 2.24 | 2.98 |
Data as of 06/05/2026, Common starting date is 08/07/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JNSAX (JPMORGAN SMARTRETIREMENT 2025 FUND CLASS A) |
-4.73%
Dec 2019 – Dec 2022 |
-0.97%
Dec 2017 – Dec 2022 |
2.64%
Oct 2013 – Oct 2023 |
3.37%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JNSAX (JPMORGAN SMARTRETIREMENT 2025 FUND CLASS A) |
22.95%
Feb 2009 – Feb 2012 |
18.48%
Feb 2009 – Feb 2014 |
11.58%
Feb 2009 – Feb 2019 |
8.25%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart