Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JTSAX (JPMORGAN SMARTRETIREMENT 2050 FUND CLASS A) | 6.60% | 19.31% | 16.38% | 3.37% | 7.74% | 7.72% | NA | … | … |
Data as of 06/05/2026, Common starting date is 08/03/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JTSAX (JPMORGAN SMARTRETIREMENT 2050 FUND CLASS A) | 08/03/2007 | 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 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.33 | 19.31 | 16.38 | 3.37 | 7.74 | 7.72 | NA | … | … | 6.60 | 17.66 | 12.26 | 21.95 | -25.18 | 3.22 | 11.68 | 24.52 | -10.04 | 21.80 | 6.48 | -1.79 | 5.84 | 24.72 | 18.00 | -5.02 | 16.69 | 33.41 | -33.78 | 3.90 |
| Sharpe Ratio | NA | 1.40 | 1.00 | 0.05 | 0.37 | NA | NA | … | … | 0.94 | 0.96 | 0.76 | 1.57 | -1.15 | 0.19 | 0.38 | 2.32 | -0.85 | 3.19 | 0.49 | -0.14 | 0.55 | 2.32 | 1.46 | -0.22 | 0.94 | 1.31 | -1.00 | 0.39 |
| Standard Deviation(%) | NA | 11.88 | 13.18 | 16.40 | 16.56 | NA | NA | … | … | 14.46 | 15.39 | 11.33 | 11.77 | 23.31 | 17.15 | 30.20 | 9.95 | 13.56 | 6.65 | 12.76 | 13.11 | 10.54 | 10.65 | 12.39 | 22.54 | 17.60 | 25.34 | 34.51 | 18.49 |
| Draw Down(%) | NA | 9.15 | 15.18 | 35.25 | 35.25 | NA | NA | … | … | 9.15 | 15.18 | 7.15 | 10.46 | 26.43 | 16.00 | 33.24 | 5.59 | 19.01 | 1.94 | 11.86 | 11.91 | 7.92 | 8.05 | 10.82 | 21.80 | 13.22 | 23.66 | 45.72 | 8.18 |
| Yield(%) | 0.00 | 5.30 | 3.75 | 2.28 | 4.15 | 4.66 | 3.92 | … | … | 0.00 | 5.58 | 2.72 | 1.71 | 1.10 | 2.69 | 1.40 | 10.94 | 4.17 | 4.40 | 3.04 | 2.86 | 4.24 | 5.33 | 2.27 | 2.10 | 3.65 | 2.34 | 2.05 | 2.48 |
Data as of 06/05/2026, Common starting date is 08/03/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JTSAX (JPMORGAN SMARTRETIREMENT 2050 FUND CLASS A) |
-4.81%
Dec 2019 – Dec 2022 |
-0.69%
Dec 2017 – Dec 2022 |
3.73%
Oct 2013 – Oct 2023 |
4.13%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JTSAX (JPMORGAN SMARTRETIREMENT 2050 FUND CLASS A) |
24.87%
Feb 2009 – Feb 2012 |
20.77%
Feb 2009 – Feb 2014 |
13.20%
Feb 2009 – Feb 2019 |
10.09%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart