Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JNSQX (JPMORGAN SMARTRETIREMENT 2025 FUND CLASS R4) | 3.73% | 11.97% | 10.40% | 4.36% | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 09/15/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JNSQX (JPMORGAN SMARTRETIREMENT 2025 FUND CLASS R4) | 09/15/2016 | 06/09/2026 |
| 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 (%) | -1.31 | 11.97 | 10.40 | 4.36 | NA | NA | NA | … | … | 3.73 | 9.02 | 5.39 | 16.62 | -15.76 | 8.49 | 11.69 | 18.33 | -6.73 | 16.08 | -1.24 |
| Sharpe Ratio | NA | 1.44 | 0.92 | 0.20 | NA | NA | NA | … | … | 0.71 | 0.73 | 0.24 | 1.70 | -1.40 | 1.23 | 0.68 | 2.97 | -0.92 | 3.44 | -0.66 |
| Standard Deviation(%) | NA | 6.46 | 7.76 | 8.69 | NA | NA | NA | … | … | 8.01 | 8.61 | 7.35 | 7.71 | 12.34 | 6.86 | 16.88 | 5.67 | 8.83 | 4.51 | 6.69 |
| Draw Down(%) | NA | 5.40 | 7.40 | 20.89 | NA | NA | NA | … | … | 5.40 | 7.36 | 4.30 | 7.33 | 20.59 | 3.33 | 22.07 | 2.73 | 13.01 | 1.35 | 3.61 |
| Yield(%) | 0.00 | 7.31 | 5.35 | 5.69 | 6.12 | 4.08 | 3.06 | … | … | 0.00 | 7.61 | 4.91 | 2.99 | 5.61 | 12.00 | 4.89 | 13.83 | 5.06 | 4.47 | 0.00 |
Data as of 06/09/2026, Common starting date is 09/15/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JNSQX (JPMORGAN SMARTRETIREMENT 2025 FUND CLASS R4) |
0.10%
Apr 2021 – Apr 2024 |
2.12%
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 |
|---|---|---|---|---|
| JNSQX (JPMORGAN SMARTRETIREMENT 2025 FUND CLASS R4) |
12.76%
Dec 2018 – Dec 2021 |
9.19%
Dec 2016 – Dec 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart