Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JSMCX (Jpmorgan Smartretirement 2030 Class) | 4.06% | 12.97% | 11.11% | 1.46% | 5.21% | 5.70% | 5.34% | … | … |
Data as of 06/08/2026, Common starting date is 05/31/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JSMCX (Jpmorgan Smartretirement 2030 Class) | 05/31/2006 | 06/08/2026 |
| 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.70 | 12.97 | 11.11 | 1.46 | 5.21 | 5.70 | 5.34 | … | … | 4.06 | 13.32 | 6.82 | 16.83 | -21.87 | 0.12 | 8.94 | 19.62 | -8.32 | 17.83 | 5.24 | -2.17 | 6.72 | 18.88 | 16.11 | -4.87 | 15.60 | 31.74 | -34.28 | 5.45 | 12.97 |
| Sharpe Ratio | NA | 1.33 | 0.88 | -0.09 | 0.31 | NA | NA | … | … | 0.70 | 1.06 | 0.39 | 1.55 | -1.43 | 0.01 | 0.42 | 2.55 | -0.92 | 3.12 | 0.47 | -0.20 | 0.75 | 2.03 | 1.47 | -0.24 | 0.96 | 1.30 | -1.05 | 0.16 | 2.01 |
| Standard Deviation(%) | NA | 7.98 | 9.10 | 11.43 | 11.68 | NA | NA | … | … | 9.84 | 9.87 | 8.21 | 8.59 | 16.35 | 11.87 | 20.78 | 7.10 | 10.59 | 5.53 | 10.62 | 11.10 | 8.91 | 9.29 | 10.99 | 20.47 | 16.13 | 24.26 | 33.61 | 14.84 | 9.76 |
| Draw Down(%) | NA | 6.50 | 9.73 | 29.94 | 29.94 | NA | NA | … | … | 6.50 | 9.60 | 4.07 | 8.43 | 22.82 | 11.81 | 25.46 | 3.71 | 15.71 | 1.64 | 10.03 | 10.66 | 6.85 | 7.69 | 9.77 | 20.17 | 12.33 | 22.88 | 45.74 | 9.63 | 5.58 |
| Yield(%) | 0.00 | 5.16 | 4.30 | 2.50 | 4.43 | 4.57 | 4.34 | … | … | 0.00 | 5.40 | 4.91 | 2.04 | 1.14 | 1.91 | 1.23 | 16.89 | 4.66 | 3.97 | 2.21 | 2.47 | 3.71 | 3.77 | 1.62 | 1.39 | 1.40 | 2.14 | 4.36 | 4.35 | 2.05 |
Data as of 06/08/2026, Common starting date is 05/31/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSMCX (Jpmorgan Smartretirement 2030 Class) |
-6.60%
Jun 2007 – Jun 2010 |
-1.35%
Dec 2017 – Dec 2022 |
2.47%
Oct 2013 – Oct 2023 |
2.94%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSMCX (Jpmorgan Smartretirement 2030 Class) |
23.34%
Feb 2009 – Feb 2012 |
18.97%
Feb 2009 – Feb 2014 |
11.71%
Feb 2009 – Feb 2019 |
8.38%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart