Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JSMDX (Jpmorgan Trust IV – Smartretirement Blend 2065 Fund) | 9.07% | 24.13% | 18.02% | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/02/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JSMDX (Jpmorgan Trust IV – Smartretirement Blend 2065 Fund) | 11/02/2022 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.44 | 24.13 | 18.02 | NA | NA | NA | NA | … | … | 9.07 | 19.92 | 12.46 | 19.75 | 5.05 |
| Sharpe Ratio | NA | 1.77 | 1.11 | NA | NA | NA | NA | … | … | 1.35 | 1.10 | 0.78 | 1.39 | 1.58 |
| Standard Deviation(%) | NA | 12.12 | 13.26 | NA | NA | NA | NA | … | … | 14.80 | 15.51 | 11.27 | 11.69 | 21.05 |
| Draw Down(%) | NA | 9.06 | 15.27 | NA | NA | NA | NA | … | … | 9.06 | 15.27 | 7.25 | 10.59 | 5.14 |
| Yield(%) | 0.00 | 2.51 | 2.27 | 1.65 | 0.82 | 0.55 | 0.41 | … | … | 0.00 | 2.65 | 1.89 | 1.68 | 0.60 |
Data as of 06/05/2026, Common starting date is 11/02/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSMDX (Jpmorgan Trust IV – Smartretirement Blend 2065 Fund) |
15.32%
Mar 2023 – Mar 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSMDX (Jpmorgan Trust IV – Smartretirement Blend 2065 Fund) |
19.87%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart