Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JSMHX (Jpmorgan Trust IV – Smartretirement 2065 Fund) | 6.39% | 18.47% | 15.65% | 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 |
|---|---|---|
| JSMHX (Jpmorgan Trust IV – Smartretirement 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 (%) | -2.29 | 18.47 | 15.65 | NA | NA | NA | NA | … | … | 6.39 | 16.88 | 12.18 | 18.37 | 5.05 |
| Sharpe Ratio | NA | 1.33 | 0.95 | NA | NA | NA | NA | … | … | 0.90 | 0.92 | 0.77 | 1.29 | 1.54 |
| Standard Deviation(%) | NA | 11.89 | 13.04 | NA | NA | NA | NA | … | … | 14.49 | 15.32 | 11.14 | 11.52 | 21.63 |
| Draw Down(%) | NA | 9.24 | 15.14 | NA | NA | NA | NA | … | … | 9.24 | 15.14 | 7.15 | 10.12 | 5.32 |
| Yield(%) | 0.00 | 3.21 | 2.30 | 1.74 | 0.87 | 0.58 | 0.44 | … | … | 0.00 | 3.38 | 1.37 | 1.44 | 1.07 |
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 |
|---|---|---|---|---|
| JSMHX (Jpmorgan Trust IV – Smartretirement 2065 Fund) |
13.51%
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 |
|---|---|---|---|---|
| JSMHX (Jpmorgan Trust IV – Smartretirement 2065 Fund) |
17.33%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart