Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JSAQX (JPMORGAN SMARTRETIREMENT 2045 FUND CLASS R4) | 5.41% | 16.31% | 15.16% | 7.52% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 09/15/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JSAQX (JPMORGAN SMARTRETIREMENT 2045 FUND CLASS R4) | 09/15/2016 | 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 (%) | -2.85 | 16.31 | 15.16 | 7.52 | NA | NA | NA | … | … | 5.41 | 14.80 | 11.83 | 21.96 | -18.46 | 17.58 | 15.36 | 24.70 | -9.87 | 21.89 | -0.44 |
| Sharpe Ratio | NA | 1.42 | 1.01 | 0.36 | NA | NA | NA | … | … | 0.94 | 0.81 | 0.75 | 1.60 | -0.97 | 1.41 | 0.50 | 2.33 | -0.83 | 3.18 | -0.20 |
| Standard Deviation(%) | NA | 11.22 | 12.62 | 14.49 | NA | NA | NA | … | … | 13.63 | 15.01 | 10.95 | 11.53 | 20.65 | 12.48 | 30.20 | 9.98 | 13.54 | 6.70 | 8.94 |
| Draw Down(%) | NA | 8.64 | 14.45 | 25.71 | NA | NA | NA | … | … | 8.64 | 14.45 | 6.75 | 10.23 | 25.71 | 5.33 | 33.24 | 5.64 | 18.96 | 2.07 | 4.54 |
| Yield(%) | 0.00 | 5.62 | 4.62 | 6.43 | 7.21 | 4.81 | 3.61 | … | … | 0.00 | 5.99 | 4.89 | 1.90 | 8.19 | 16.75 | 4.87 | 11.54 | 4.64 | 4.60 | 0.00 |
Data as of 06/10/2026, 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 |
|---|---|---|---|---|
| JSAQX (JPMORGAN SMARTRETIREMENT 2045 FUND CLASS R4) |
0.50%
Mar 2017 – Mar 2020 |
3.81%
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 |
|---|---|---|---|---|
| JSAQX (JPMORGAN SMARTRETIREMENT 2045 FUND CLASS R4) |
19.35%
Sep 2022 – Sep 2025 |
13.83%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart