Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JACSX (JPMORGAN SMARTRETIREMENT BLEND 2060 FUND SELECT CLASS) | 12.02% | 27.22% | 19.17% | 9.72% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/01/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JACSX (JPMORGAN SMARTRETIREMENT BLEND 2060 FUND SELECT CLASS) | 09/01/2016 | 06/04/2026 |
| 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 (%) | 0.36 | 27.22 | 19.17 | 9.72 | NA | NA | NA | … | … | 12.02 | 21.19 | 12.10 | 21.87 | -17.61 | 17.50 | 12.81 | 24.41 | -8.16 | 20.16 | 1.23 |
| Sharpe Ratio | NA | 2.16 | 1.22 | 0.50 | NA | NA | NA | … | … | 1.98 | 1.19 | 0.74 | 1.55 | -0.94 | 1.47 | 0.42 | 2.31 | -0.73 | 3.32 | 0.37 |
| Standard Deviation(%) | NA | 11.81 | 13.35 | 14.77 | NA | NA | NA | … | … | 14.43 | 15.70 | 11.49 | 11.84 | 20.42 | 11.92 | 29.88 | 9.94 | 13.13 | 5.91 | 9.60 |
| Draw Down(%) | NA | 9.03 | 15.32 | 25.29 | NA | NA | NA | … | … | 9.03 | 15.32 | 7.32 | 10.96 | 25.29 | 5.32 | 32.59 | 5.48 | 16.98 | 1.78 | 4.94 |
| Yield(%) | 0.00 | 2.48 | 2.50 | 2.45 | 3.10 | 2.07 | 1.55 | … | … | 0.00 | 2.63 | 2.26 | 2.06 | 1.40 | 4.96 | 1.33 | 2.48 | 2.79 | 2.41 | 1.16 |
Data as of 06/04/2026, Common starting date is 09/01/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JACSX (JPMORGAN SMARTRETIREMENT BLEND 2060 FUND SELECT CLASS) |
0.75%
Mar 2017 – Mar 2020 |
3.66%
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 |
|---|---|---|---|---|
| JACSX (JPMORGAN SMARTRETIREMENT BLEND 2060 FUND SELECT CLASS) |
20.32%
Sep 2022 – Sep 2025 |
13.51%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart