Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMTZX (JPMORGAN SMARTRETIREMENT 2040 FUND CLASS R2) | 5.54% | 16.89% | 14.52% | 2.06% | 6.61% | 6.88% | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/14/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMTZX (JPMORGAN SMARTRETIREMENT 2040 FUND CLASS R2) | 11/14/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.03 | 16.89 | 14.52 | 2.06 | 6.61 | 6.88 | NA | … | … | 5.54 | 15.93 | 10.51 | 20.15 | -24.44 | 0.07 | 10.66 | 23.26 | -10.08 | 21.13 | 6.03 | -2.13 | 5.74 | 24.28 | 17.69 | -5.32 | 16.30 | 33.12 | 0.40 |
| Sharpe Ratio | NA | 1.37 | 0.97 | -0.03 | 0.33 | NA | NA | … | … | 0.86 | 0.98 | 0.68 | 1.55 | -1.21 | 0.00 | 0.37 | 2.34 | -0.88 | 3.12 | 0.46 | -0.16 | 0.54 | 2.28 | 1.44 | -0.24 | 0.93 | 1.30 | 0.06 |
| Standard Deviation(%) | NA | 10.38 | 11.66 | 15.17 | 15.38 | NA | NA | … | … | 12.64 | 13.38 | 10.14 | 10.72 | 21.39 | 17.09 | 27.83 | 9.30 | 13.12 | 6.59 | 12.78 | 13.13 | 10.51 | 10.64 | 12.37 | 22.42 | 17.43 | 25.45 | 51.73 |
| Draw Down(%) | NA | 8.07 | 13.28 | 35.37 | 35.37 | NA | NA | … | … | 8.07 | 13.28 | 6.02 | 9.80 | 25.52 | 16.76 | 31.47 | 5.22 | 18.80 | 1.94 | 11.93 | 12.11 | 7.92 | 8.12 | 10.88 | 21.84 | 13.28 | 23.97 | 11.83 |
| Yield(%) | 0.00 | 5.65 | 4.52 | 2.53 | 4.33 | 4.70 | 5.65 | … | … | 0.00 | 5.92 | 4.80 | 1.71 | 1.02 | 2.33 | 1.25 | 12.26 | 4.69 | 4.30 | 2.49 | 2.79 | 4.23 | 4.32 | 1.99 | 1.56 | 1.61 | 2.23 | 0.00 |
Data as of 06/05/2026, Common starting date is 11/14/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMTZX (JPMORGAN SMARTRETIREMENT 2040 FUND CLASS R2) |
-5.77%
Dec 2019 – Dec 2022 |
-1.50%
Dec 2017 – Dec 2022 |
3.06%
Oct 2013 – Oct 2023 |
6.22%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMTZX (JPMORGAN SMARTRETIREMENT 2040 FUND CLASS R2) |
24.49%
Feb 2009 – Feb 2012 |
20.44%
Feb 2009 – Feb 2014 |
12.83%
Feb 2009 – Feb 2019 |
9.42%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart