Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JSMJX (Jpmorgan Trust IV – Smartretirement 2065 Fund) | 6.71% | 19.36% | 16.50% | 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 |
|---|---|---|
| JSMJX (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 (%) | -2.31 | 19.36 | 16.50 | NA | NA | NA | NA | … | … | 6.71 | 17.73 | 12.55 | 19.66 | 5.31 |
| Sharpe Ratio | NA | 1.41 | 1.01 | NA | NA | NA | NA | … | … | 0.96 | 0.97 | 0.80 | 1.40 | 1.63 |
| Standard Deviation(%) | NA | 11.86 | 13.07 | NA | NA | NA | NA | … | … | 14.44 | 15.34 | 11.20 | 11.51 | 21.76 |
| Draw Down(%) | NA | 9.18 | 15.05 | NA | NA | NA | NA | … | … | 9.18 | 15.05 | 7.09 | 9.96 | 5.26 |
| Yield(%) | 0.00 | 3.71 | 3.04 | 2.27 | 1.14 | 0.76 | 0.57 | … | … | 0.00 | 3.91 | 2.40 | 1.97 | 1.20 |
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 |
|---|---|---|---|---|
| JSMJX (Jpmorgan Trust IV – Smartretirement 2065 Fund) |
14.37%
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 |
|---|---|---|---|---|
| JSMJX (Jpmorgan Trust IV – Smartretirement 2065 Fund) |
18.20%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart