Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JSMNX (JPMORGAN SMARTRETIREMENT 2030 FUND CLASS R3) | 4.16% | 13.86% | 11.83% | 5.05% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/15/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JSMNX (JPMORGAN SMARTRETIREMENT 2030 FUND CLASS R3) | 09/15/2016 | 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 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.72 | 13.86 | 11.83 | 5.05 | NA | NA | NA | … | … | 4.16 | 11.61 | 6.84 | 17.95 | -16.95 | 10.44 | 12.16 | 20.21 | -7.89 | 18.45 | -0.90 |
| Sharpe Ratio | NA | 1.41 | 0.93 | 0.24 | NA | NA | NA | … | … | 0.76 | 0.87 | 0.38 | 1.66 | -1.25 | 1.25 | 0.57 | 2.65 | -0.88 | 3.24 | -0.43 |
| Standard Deviation(%) | NA | 7.96 | 9.20 | 10.37 | NA | NA | NA | … | … | 9.81 | 10.30 | 8.40 | 8.71 | 14.78 | 8.36 | 20.73 | 7.06 | 10.57 | 5.52 | 7.66 |
| Draw Down(%) | NA | 6.47 | 9.57 | 22.74 | NA | NA | NA | … | … | 6.47 | 9.53 | 4.17 | 8.30 | 22.52 | 3.93 | 25.41 | 3.63 | 15.32 | 1.73 | 4.06 |
| Yield(%) | 0.00 | 5.74 | 4.90 | 5.50 | 6.39 | 4.26 | 3.19 | … | … | 0.00 | 5.98 | 5.45 | 2.62 | 5.86 | 11.99 | 4.29 | 17.35 | 5.12 | 4.65 | 0.00 |
Data as of 06/05/2026, Common starting date is 09/15/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSMNX (JPMORGAN SMARTRETIREMENT 2030 FUND CLASS R3) |
0.53%
Apr 2021 – Apr 2024 |
2.29%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSMNX (JPMORGAN SMARTRETIREMENT 2030 FUND CLASS R3) |
14.44%
Sep 2022 – Sep 2025 |
10.19%
Dec 2016 – Dec 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart