Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JSMLX (Jpmorgan Trust IV – Smartretirement 2065 Fund) | 6.73% | 19.38% | 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 |
|---|---|---|
| JSMLX (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 | 19.38 | 16.50 | NA | NA | NA | NA | … | … | 6.73 | 17.72 | 12.69 | 19.50 | 5.31 |
| Sharpe Ratio | NA | 1.41 | 1.02 | NA | NA | NA | NA | … | … | 0.96 | 0.97 | 0.81 | 1.39 | 1.63 |
| Standard Deviation(%) | NA | 11.88 | 13.03 | NA | NA | NA | NA | … | … | 14.49 | 15.30 | 11.13 | 11.49 | 21.76 |
| Draw Down(%) | NA | 9.15 | 15.07 | NA | NA | NA | NA | … | … | 9.15 | 15.07 | 7.09 | 9.96 | 5.26 |
| Yield(%) | 0.00 | 3.63 | 2.93 | 2.20 | 1.10 | 0.73 | 0.55 | … | … | 0.00 | 3.83 | 2.31 | 1.82 | 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 |
|---|---|---|---|---|
| JSMLX (Jpmorgan Trust IV – Smartretirement 2065 Fund) |
14.36%
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 |
|---|---|---|---|---|
| JSMLX (Jpmorgan Trust IV – Smartretirement 2065 Fund) |
18.22%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart