Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SRJYX (JPMORGAN SMARTRETIREMENT 2035 FUND CLASS R6) | 4.50% | 14.38% | 13.44% | 2.40% | 6.94% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 11/04/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SRJYX (JPMORGAN SMARTRETIREMENT 2035 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 (%) | -2.30 | 14.38 | 13.44 | 2.40 | 6.94 | NA | NA | … | … | 4.50 | 15.71 | 9.19 | 20.64 | -22.22 | 0.00 | 11.18 | 22.64 | -8.67 | 20.55 | 6.51 | -1.47 | 1.52 |
| Sharpe Ratio | NA | 1.46 | 1.02 | 0.00 | 0.38 | NA | NA | … | … | 0.88 | 1.09 | 0.59 | 1.73 | -1.25 | 0.00 | 0.44 | 2.57 | -0.84 | 3.28 | 0.54 | -0.12 | 1.07 |
| Standard Deviation(%) | NA | 9.22 | 10.59 | 13.73 | 13.87 | NA | NA | … | … | 11.27 | 11.78 | 9.46 | 9.92 | 19.02 | 15.87 | 24.82 | 8.25 | 11.97 | 6.10 | 11.73 | 12.24 | 9.58 |
| Draw Down(%) | NA | 7.18 | 11.56 | 33.18 | 33.18 | NA | NA | … | … | 7.18 | 11.56 | 5.09 | 8.93 | 23.63 | 15.71 | 29.05 | 4.37 | 16.88 | 1.82 | 10.91 | 11.21 | 4.43 |
| Yield(%) | 0.00 | 6.29 | 5.24 | 3.11 | 4.92 | 3.55 | 2.66 | … | … | 0.00 | 6.65 | 5.47 | 2.78 | 1.73 | 3.00 | 2.08 | 11.40 | 5.05 | 4.80 | 3.21 | 3.17 | 3.31 |
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 |
|---|---|---|---|---|
| SRJYX (JPMORGAN SMARTRETIREMENT 2035 FUND CLASS R6) |
-4.73%
Dec 2019 – Dec 2022 |
-0.64%
Dec 2017 – Dec 2022 |
4.58%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRJYX (JPMORGAN SMARTRETIREMENT 2035 FUND CLASS R6) |
15.46%
May 2023 – May 2026 |
11.73%
Feb 2016 – Feb 2021 |
7.67%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart