Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JSMYX (JPMORGAN SMARTRETIREMENT 2030 FUND CLASS R6) | 3.78% | 12.99% | 11.83% | 2.39% | 6.37% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 11/04/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JSMYX (JPMORGAN SMARTRETIREMENT 2030 FUND CLASS R6) | 11/04/2014 | 06/10/2026 |
| 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 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.04 | 12.99 | 11.83 | 2.39 | 6.37 | NA | NA | … | … | 3.78 | 14.43 | 6.92 | 19.11 | -20.95 | 1.28 | 10.13 | 20.77 | -7.45 | 19.02 | 6.23 | -1.27 | 1.49 |
| Sharpe Ratio | NA | 1.48 | 0.98 | 0.00 | 0.40 | NA | NA | … | … | 0.80 | 1.18 | 0.39 | 1.77 | -1.38 | 0.11 | 0.47 | 2.73 | -0.84 | 3.34 | 0.56 | -0.12 | 1.14 |
| Standard Deviation(%) | NA | 7.95 | 9.26 | 11.46 | 11.70 | NA | NA | … | … | 9.82 | 9.86 | 8.54 | 8.80 | 16.26 | 11.72 | 20.79 | 7.08 | 10.56 | 5.53 | 10.68 | 11.14 | 8.79 |
| Draw Down(%) | NA | 6.41 | 9.45 | 29.16 | 29.16 | NA | NA | … | … | 6.41 | 9.45 | 4.56 | 8.16 | 22.26 | 11.55 | 25.39 | 3.60 | 14.95 | 1.72 | 9.95 | 10.28 | 4.06 |
| Yield(%) | 0.00 | 6.24 | 5.43 | 3.34 | 5.49 | 3.92 | 2.94 | … | … | 0.00 | 6.57 | 6.04 | 3.17 | 2.00 | 2.93 | 2.21 | 17.70 | 5.54 | 5.01 | 3.18 | 3.22 | 3.26 |
Data as of 06/10/2026, Common starting date is 11/04/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSMYX (JPMORGAN SMARTRETIREMENT 2030 FUND CLASS R6) |
-4.11%
Dec 2019 – Dec 2022 |
-0.29%
Dec 2017 – Dec 2022 |
4.32%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSMYX (JPMORGAN SMARTRETIREMENT 2030 FUND CLASS R6) |
13.50%
May 2023 – May 2026 |
10.70%
Feb 2016 – Feb 2021 |
7.10%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart