Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JSAYX (JPMORGAN SMARTRETIREMENT 2045 FUND CLASS R6) | 6.41% | 18.95% | 16.31% | 3.41% | 7.98% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/04/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JSAYX (JPMORGAN SMARTRETIREMENT 2045 FUND CLASS R6) | 11/04/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.16 | 18.95 | 16.31 | 3.41 | 7.98 | NA | NA | … | … | 6.41 | 15.12 | 6.80 | 22.65 | -25.06 | 3.53 | 12.29 | 25.02 | -9.67 | 22.19 | 6.90 | -1.63 | 1.60 |
| Sharpe Ratio | NA | 1.45 | 1.03 | 0.05 | 0.39 | NA | NA | … | … | 0.96 | 0.83 | 0.02 | 1.60 | -1.14 | 0.21 | 0.40 | 2.36 | -0.81 | 3.25 | 0.52 | -0.13 | 1.07 |
| Standard Deviation(%) | NA | 11.26 | 12.67 | 16.13 | 16.42 | NA | NA | … | … | 13.67 | 15.01 | 11.49 | 11.60 | 23.27 | 16.95 | 30.26 | 10.01 | 13.57 | 6.66 | 12.80 | 13.13 | 10.03 |
| Draw Down(%) | NA | 8.64 | 14.40 | 35.15 | 35.15 | NA | NA | … | … | 8.64 | 14.40 | 8.28 | 10.18 | 26.27 | 16.05 | 33.26 | 5.62 | 18.76 | 2.07 | 11.81 | 11.92 | 4.63 |
| Yield(%) | 0.00 | 5.85 | 4.96 | 2.90 | 4.87 | 3.54 | 2.65 | … | … | 0.00 | 6.17 | 5.14 | 2.29 | 1.40 | 3.05 | 1.84 | 11.77 | 4.82 | 4.81 | 3.30 | 3.16 | 3.37 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| JSAYX (JPMORGAN SMARTRETIREMENT 2045 FUND CLASS R6) |
-4.49%
Dec 2019 – Dec 2022 |
-0.32%
Dec 2017 – Dec 2022 |
5.23%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSAYX (JPMORGAN SMARTRETIREMENT 2045 FUND CLASS R6) |
17.97%
May 2023 – May 2026 |
13.06%
Oct 2016 – Oct 2021 |
8.74%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart