Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JNSCX (JPMORGAN SMARTRETIREMENT 2025 FUND CLASS C) | 3.11% | 11.13% | 9.60% | 0.73% | 4.28% | 4.92% | NA | … | … |
Data as of 06/05/2026, Common starting date is 08/07/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JNSCX (JPMORGAN SMARTRETIREMENT 2025 FUND CLASS C) | 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 (%) | -1.43 | 11.13 | 9.60 | 0.73 | 4.28 | 4.92 | NA | … | … | 3.11 | 11.49 | 5.38 | 14.92 | -19.92 | -1.95 | 8.08 | 17.49 | -7.40 | 15.31 | 5.15 | -1.80 | 5.08 | 17.60 | 15.02 | -3.24 | 14.73 | 30.23 | -31.80 | 1.90 |
| Sharpe Ratio | NA | 1.32 | 0.83 | -0.19 | 0.27 | NA | NA | … | … | 0.61 | 1.10 | 0.25 | 1.52 | -1.60 | -0.18 | 0.46 | 2.82 | -1.00 | 3.32 | 0.54 | -0.19 | 0.64 | 2.09 | 1.55 | -0.18 | 1.00 | 1.37 | -1.09 | 0.14 |
| Standard Deviation(%) | NA | 6.43 | 7.61 | 9.72 | 9.75 | NA | NA | … | … | 8.01 | 7.84 | 7.07 | 7.48 | 13.38 | 11.06 | 16.90 | 5.68 | 8.84 | 4.43 | 9.07 | 9.55 | 7.92 | 8.40 | 9.72 | 18.14 | 14.65 | 21.97 | 29.89 | 16.36 |
| Draw Down(%) | NA | 5.42 | 7.64 | 28.47 | 28.47 | NA | NA | … | … | 5.42 | 7.46 | 3.62 | 7.53 | 21.09 | 11.46 | 22.08 | 2.79 | 13.55 | 1.37 | 8.38 | 9.44 | 5.85 | 7.17 | 8.58 | 17.78 | 11.12 | 20.85 | 42.65 | 7.25 |
| Yield(%) | 0.00 | 6.38 | 4.44 | 2.60 | 4.03 | 4.17 | 3.43 | … | … | 0.00 | 6.61 | 3.97 | 2.16 | 1.36 | 1.85 | 1.44 | 13.08 | 4.31 | 3.62 | 2.27 | 2.38 | 3.50 | 4.12 | 1.80 | 1.88 | 2.09 | 1.98 | 1.92 | 2.70 |
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 |
|---|---|---|---|---|
| JNSCX (JPMORGAN SMARTRETIREMENT 2025 FUND CLASS C) |
-5.33%
Dec 2019 – Dec 2022 |
-1.58%
Dec 2017 – Dec 2022 |
2.00%
Oct 2013 – Oct 2023 |
2.74%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JNSCX (JPMORGAN SMARTRETIREMENT 2025 FUND CLASS C) |
22.17%
Feb 2009 – Feb 2012 |
17.72%
Feb 2009 – Feb 2014 |
10.87%
Feb 2009 – Feb 2019 |
7.58%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart