Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JAKAX (JPMORGAN SMARTRETIREMENT 2060 FUND CLASS A) | 9.03% | 22.09% | 17.25% | 8.47% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 09/01/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JAKAX (JPMORGAN SMARTRETIREMENT 2060 FUND CLASS A) | 09/01/2016 | 06/03/2026 |
| 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 (%) | 0.32 | 22.09 | 17.25 | 8.47 | NA | NA | NA | … | … | 9.03 | 17.62 | 12.31 | 21.81 | -18.56 | 17.31 | 14.99 | 24.60 | -9.87 | 21.59 | 1.72 |
| Sharpe Ratio | NA | 1.76 | 1.10 | 0.41 | NA | NA | NA | … | … | 1.52 | 0.97 | 0.77 | 1.56 | -0.97 | 1.39 | 0.49 | 2.32 | -0.84 | 3.26 | 0.53 |
| Standard Deviation(%) | NA | 11.54 | 13.10 | 14.79 | NA | NA | NA | … | … | 14.14 | 15.33 | 11.31 | 11.77 | 20.78 | 12.43 | 30.06 | 9.97 | 13.52 | 6.44 | 9.53 |
| Draw Down(%) | NA | 9.16 | 15.13 | 25.90 | NA | NA | NA | … | … | 9.16 | 15.13 | 7.12 | 10.43 | 25.85 | 5.32 | 33.13 | 5.69 | 18.97 | 1.99 | 4.57 |
| Yield(%) | 0.00 | 4.35 | 3.49 | 4.29 | 4.95 | 3.30 | 2.48 | … | … | 0.00 | 4.57 | 3.13 | 1.73 | 4.87 | 9.35 | 3.70 | 4.57 | 2.44 | 2.25 | 1.25 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| JAKAX (JPMORGAN SMARTRETIREMENT 2060 FUND CLASS A) |
0.37%
Mar 2017 – Mar 2020 |
3.60%
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 |
|---|---|---|---|---|
| JAKAX (JPMORGAN SMARTRETIREMENT 2060 FUND CLASS A) |
19.64%
Sep 2022 – Sep 2025 |
13.71%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart