Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JSIQX (JPMORGAN SMARTRETIREMENT INCOME FUND CLASS R4) | 2.93% | 10.67% | 9.55% | 3.98% | 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 |
|---|---|---|
| JSIQX (JPMORGAN SMARTRETIREMENT INCOME 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 (%) | -1.52 | 10.67 | 9.55 | 3.98 | NA | NA | NA | … | … | 2.93 | 10.89 | 4.59 | 15.39 | -14.13 | 5.93 | 9.74 | 14.04 | -4.65 | 10.55 | -1.14 |
| Sharpe Ratio | NA | 1.44 | 0.90 | 0.21 | NA | NA | NA | … | … | 0.69 | 1.11 | 0.14 | 1.67 | -1.55 | 1.20 | 0.82 | 3.61 | -1.07 | 3.29 | -0.94 |
| Standard Deviation(%) | NA | 6.16 | 7.32 | 7.62 | NA | NA | NA | … | … | 7.71 | 7.35 | 7.05 | 7.09 | 10.06 | 4.94 | 11.49 | 3.48 | 5.64 | 3.02 | 4.38 |
| Draw Down(%) | NA | 5.09 | 6.57 | 18.57 | NA | NA | NA | … | … | 5.09 | 6.54 | 4.34 | 6.45 | 18.21 | 2.52 | 17.01 | 1.37 | 8.77 | 1.17 | 2.64 |
| Yield(%) | 0.00 | 4.97 | 4.22 | 4.65 | 5.21 | 3.48 | 2.61 | … | … | 0.00 | 5.18 | 3.94 | 3.29 | 3.70 | 10.55 | 4.85 | 14.90 | 5.36 | 3.49 | 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 |
|---|---|---|---|---|
| JSIQX (JPMORGAN SMARTRETIREMENT INCOME FUND CLASS R4) |
-0.56%
Sep 2019 – Sep 2022 |
1.31%
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 |
|---|---|---|---|---|
| JSIQX (JPMORGAN SMARTRETIREMENT INCOME FUND CLASS R4) |
11.56%
Sep 2022 – Sep 2025 |
6.92%
Dec 2016 – Dec 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart