Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JSMOX (Jpmorgan Trust IV – Smartretirement 2065 Fund) | 6.81% | 19.66% | 16.80% | 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 |
|---|---|---|
| JSMOX (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 (%) | -2.30 | 19.66 | 16.80 | NA | NA | NA | NA | … | … | 6.81 | 18.07 | 12.70 | 19.96 | 5.42 |
| Sharpe Ratio | NA | 1.43 | 1.04 | NA | NA | NA | NA | … | … | 0.97 | 0.99 | 0.81 | 1.42 | 1.67 |
| Standard Deviation(%) | NA | 11.91 | 13.08 | NA | NA | NA | NA | … | … | 14.51 | 15.36 | 11.17 | 11.55 | 21.82 |
| Draw Down(%) | NA | 9.15 | 15.06 | NA | NA | NA | NA | … | … | 9.15 | 15.06 | 7.08 | 9.89 | 5.32 |
| Yield(%) | 0.00 | 3.86 | 3.22 | 2.40 | 1.20 | 0.80 | 0.60 | … | … | 0.00 | 4.08 | 2.58 | 2.10 | 1.24 |
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 |
|---|---|---|---|---|
| JSMOX (Jpmorgan Trust IV – Smartretirement 2065 Fund) |
14.65%
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 |
|---|---|---|---|---|
| JSMOX (Jpmorgan Trust IV – Smartretirement 2065 Fund) |
18.50%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart