Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JNSYX (JPMORGAN SMARTRETIREMENT 2025 FUND CLASS R6) | 3.15% | 11.28% | 10.31% | 1.66% | 5.38% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 11/04/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JNSYX (JPMORGAN SMARTRETIREMENT 2025 FUND CLASS R6) | 11/04/2014 | 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 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.53 | 11.28 | 10.31 | 1.66 | 5.38 | NA | NA | … | … | 3.15 | 12.68 | 5.18 | 17.39 | -19.02 | -0.84 | 9.11 | 18.66 | -6.48 | 16.44 | 6.20 | -0.90 | 1.34 |
| Sharpe Ratio | NA | 1.49 | 0.94 | -0.08 | 0.38 | NA | NA | … | … | 0.73 | 1.26 | 0.21 | 1.75 | -1.53 | -0.08 | 0.52 | 3.03 | -0.89 | 3.51 | 0.66 | -0.10 | 1.17 |
| Standard Deviation(%) | NA | 6.44 | 7.89 | 9.85 | 9.84 | NA | NA | … | … | 8.04 | 7.81 | 7.58 | 7.92 | 13.38 | 10.98 | 16.97 | 5.68 | 8.84 | 4.52 | 9.13 | 9.58 | 7.66 |
| Draw Down(%) | NA | 5.33 | 7.34 | 27.72 | 27.72 | NA | NA | … | … | 5.33 | 7.34 | 4.69 | 7.23 | 20.45 | 11.26 | 22.07 | 2.72 | 12.80 | 1.36 | 8.27 | 9.06 | 3.57 |
| Yield(%) | 0.00 | 7.54 | 5.66 | 3.48 | 5.09 | 3.69 | 2.77 | … | … | 0.00 | 7.88 | 5.16 | 3.51 | 2.27 | 2.87 | 2.42 | 14.05 | 5.23 | 4.65 | 3.27 | 3.26 | 2.98 |
Data as of 06/10/2026, Common starting date is 11/04/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JNSYX (JPMORGAN SMARTRETIREMENT 2025 FUND CLASS R6) |
-4.31%
Dec 2019 – Dec 2022 |
-0.56%
Dec 2017 – Dec 2022 |
3.73%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JNSYX (JPMORGAN SMARTRETIREMENT 2025 FUND CLASS R6) |
11.64%
Dec 2022 – Dec 2025 |
9.52%
Feb 2016 – Feb 2021 |
6.06%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart