Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JSMKX (Jpmorgan Trust IV – Smartretirement 2065 Fund) | 7.03% | 18.34% | 15.82% | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 11/02/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JSMKX (Jpmorgan Trust IV – Smartretirement 2065 Fund) | 11/02/2022 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.39 | 18.34 | 15.82 | NA | NA | NA | NA | … | … | 7.03 | 17.14 | 12.65 | 18.42 | 5.16 |
| Sharpe Ratio | NA | 1.36 | 0.97 | NA | NA | NA | NA | … | … | 0.92 | 0.93 | 0.82 | 1.29 | 1.58 |
| Standard Deviation(%) | NA | 11.86 | 13.02 | NA | NA | NA | NA | … | … | 14.46 | 15.32 | 11.07 | 11.52 | 21.68 |
| Draw Down(%) | NA | 9.21 | 15.15 | NA | NA | NA | NA | … | … | 9.21 | 15.15 | 7.11 | 10.10 | 5.32 |
| Yield(%) | 0.00 | 3.46 | 2.52 | 1.92 | 0.96 | 0.64 | 0.48 | … | … | 0.00 | 3.67 | 1.88 | 1.25 | 1.11 |
Data as of 06/09/2026, 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 |
|---|---|---|---|---|
| JSMKX (Jpmorgan Trust IV – Smartretirement 2065 Fund) |
13.80%
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 |
|---|---|---|---|---|
| JSMKX (Jpmorgan Trust IV – Smartretirement 2065 Fund) |
17.63%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart