Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JSMQX (JPMORGAN SMARTRETIREMENT 2030 FUND CLASS R4) | 5.23% | 14.39% | 12.10% | 5.43% | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 09/15/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JSMQX (JPMORGAN SMARTRETIREMENT 2030 FUND CLASS R4) | 09/15/2016 | 06/11/2026 |
| 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 (%) | -0.86 | 14.39 | 12.10 | 5.43 | NA | NA | NA | … | … | 5.23 | 11.82 | 6.90 | 18.54 | -16.76 | 10.74 | 12.44 | 20.53 | -7.67 | 18.74 | -0.95 |
| Sharpe Ratio | NA | 1.45 | 0.96 | 0.27 | NA | NA | NA | … | … | 0.79 | 0.89 | 0.38 | 1.72 | -1.23 | 1.28 | 0.59 | 2.70 | -0.86 | 3.29 | -0.45 |
| Standard Deviation(%) | NA | 7.95 | 9.24 | 10.40 | NA | NA | NA | … | … | 9.80 | 10.25 | 8.52 | 8.74 | 14.80 | 8.36 | 20.74 | 7.05 | 10.58 | 5.52 | 7.71 |
| Draw Down(%) | NA | 6.47 | 9.52 | 22.55 | NA | NA | NA | … | … | 6.47 | 9.52 | 4.38 | 8.23 | 22.38 | 3.91 | 25.42 | 3.62 | 15.14 | 1.67 | 4.05 |
| Yield(%) | 0.00 | 6.05 | 5.19 | 5.76 | 6.65 | 4.43 | 3.32 | … | … | 0.00 | 6.36 | 5.81 | 2.89 | 6.50 | 12.13 | 4.52 | 17.51 | 5.35 | 4.81 | 0.00 |
Data as of 06/11/2026, 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 |
|---|---|---|---|---|
| JSMQX (JPMORGAN SMARTRETIREMENT 2030 FUND CLASS R4) |
0.78%
Apr 2021 – Apr 2024 |
2.54%
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 |
|---|---|---|---|---|
| JSMQX (JPMORGAN SMARTRETIREMENT 2030 FUND CLASS R4) |
14.72%
Sep 2022 – Sep 2025 |
10.47%
Dec 2016 – Dec 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart