Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SRJQX (JPMORGAN SMARTRETIREMENT 2035 FUND CLASS R4) | 6.13% | 16.03% | 13.79% | 6.52% | 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 |
|---|---|---|
| SRJQX (JPMORGAN SMARTRETIREMENT 2035 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 (%) | -1.04 | 16.03 | 13.79 | 6.52 | NA | NA | NA | … | … | 6.13 | 12.76 | 9.37 | 19.82 | -17.44 | 13.94 | 14.19 | 22.36 | -8.91 | 20.25 | -0.61 |
| Sharpe Ratio | NA | 1.43 | 1.00 | 0.32 | NA | NA | NA | … | … | 0.85 | 0.82 | 0.62 | 1.66 | -1.09 | 1.37 | 0.56 | 2.53 | -0.86 | 3.25 | -0.28 |
| Standard Deviation(%) | NA | 9.26 | 10.52 | 12.05 | NA | NA | NA | … | … | 11.37 | 12.22 | 9.31 | 9.81 | 17.32 | 10.16 | 24.78 | 8.24 | 12.01 | 6.05 | 8.28 |
| Draw Down(%) | NA | 7.23 | 11.61 | 23.86 | NA | NA | NA | … | … | 7.23 | 11.61 | 5.09 | 9.01 | 23.79 | 4.43 | 29.08 | 4.43 | 17.04 | 1.87 | 4.33 |
| Yield(%) | 0.00 | 6.06 | 4.91 | 6.28 | 6.85 | 4.56 | 3.42 | … | … | 0.00 | 6.41 | 5.18 | 2.26 | 6.58 | 16.56 | 5.03 | 11.17 | 4.87 | 4.60 | 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 |
|---|---|---|---|---|
| SRJQX (JPMORGAN SMARTRETIREMENT 2035 FUND CLASS R4) |
1.26%
Mar 2017 – Mar 2020 |
3.22%
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 |
|---|---|---|---|---|
| SRJQX (JPMORGAN SMARTRETIREMENT 2035 FUND CLASS R4) |
16.77%
Dec 2018 – Dec 2021 |
11.76%
Dec 2016 – Dec 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart