Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SRJZX (JPMORGAN SMARTRETIREMENT 2035 FUND CLASS R2) | 4.81% | 15.30% | 13.25% | 1.73% | 6.05% | 6.46% | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/14/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SRJZX (JPMORGAN SMARTRETIREMENT 2035 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 (%) | -1.90 | 15.30 | 13.25 | 1.73 | 6.05 | 6.46 | NA | … | … | 4.81 | 12.13 | 4.57 | 18.96 | -22.89 | -0.93 | 10.28 | 21.72 | -9.34 | 19.72 | 5.66 | -1.97 | 5.69 | 23.40 | 17.60 | -5.21 | 16.14 | 33.33 | 5.57 |
| Sharpe Ratio | NA | 1.37 | 0.95 | -0.06 | 0.32 | NA | NA | … | … | 0.80 | 0.77 | -0.21 | 1.52 | -1.28 | -0.06 | 0.40 | 2.47 | -0.89 | 3.15 | 0.47 | -0.16 | 0.57 | 2.26 | 1.46 | -0.23 | 0.92 | 1.30 | 1.12 |
| Standard Deviation(%) | NA | 9.26 | 10.48 | 13.72 | 13.86 | NA | NA | … | … | 11.32 | 12.27 | 9.73 | 9.79 | 19.06 | 15.97 | 24.86 | 8.24 | 12.00 | 6.08 | 11.68 | 12.24 | 10.03 | 10.34 | 12.12 | 22.43 | 17.49 | 25.58 | 49.33 |
| Draw Down(%) | NA | 7.26 | 11.65 | 33.77 | 33.77 | NA | NA | … | … | 7.26 | 11.65 | 7.69 | 9.14 | 24.07 | 15.93 | 29.08 | 4.46 | 17.46 | 1.74 | 10.94 | 11.37 | 7.49 | 7.97 | 10.69 | 21.73 | 13.35 | 23.82 | 11.82 |
| Yield(%) | 0.00 | 5.67 | 4.51 | 2.55 | 4.09 | 4.51 | 5.72 | … | … | 0.00 | 5.93 | 4.69 | 1.95 | 1.13 | 2.24 | 1.36 | 10.67 | 4.35 | 4.05 | 2.40 | 2.69 | 4.07 | 5.05 | 2.11 | 1.87 | 2.23 | 1.99 | 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 |
|---|---|---|---|---|
| SRJZX (JPMORGAN SMARTRETIREMENT 2035 FUND CLASS R2) |
-5.55%
Dec 2019 – Dec 2022 |
-1.45%
Dec 2017 – Dec 2022 |
2.85%
Oct 2013 – Oct 2023 |
5.91%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRJZX (JPMORGAN SMARTRETIREMENT 2035 FUND CLASS R2) |
24.50%
Feb 2009 – Feb 2012 |
20.28%
Feb 2009 – Feb 2014 |
12.58%
Feb 2009 – Feb 2019 |
9.15%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart