Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JFFAX (JPMORGAN SMARTRETIREMENT 2055 FUND CLASS A) | 9.00% | 22.06% | 17.22% | 4.87% | 8.53% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 02/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JFFAX (JPMORGAN SMARTRETIREMENT 2055 FUND CLASS A) | 02/06/2012 | 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 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.33 | 22.06 | 17.22 | 4.87 | 8.53 | NA | NA | … | … | 9.00 | 17.63 | 12.30 | 21.87 | -24.66 | 7.07 | 12.34 | 24.57 | -9.97 | 21.69 | 6.27 | -1.77 | 5.79 | 24.84 | 8.59 |
| Sharpe Ratio | NA | 1.76 | 1.10 | 0.15 | 0.43 | NA | NA | … | … | 1.52 | 0.96 | 0.77 | 1.56 | -1.14 | 0.47 | 0.40 | 2.33 | -0.84 | 3.19 | 0.48 | -0.14 | 0.54 | 2.26 | 0.76 |
| Standard Deviation(%) | NA | 11.55 | 13.13 | 15.82 | 16.25 | NA | NA | … | … | 14.12 | 15.41 | 11.29 | 11.79 | 22.95 | 14.94 | 30.14 | 9.89 | 13.52 | 6.62 | 12.70 | 13.07 | 10.64 | 10.95 | 12.57 |
| Draw Down(%) | NA | 9.15 | 15.17 | 32.34 | 33.20 | NA | NA | … | … | 9.15 | 15.17 | 7.15 | 10.46 | 25.89 | 12.85 | 33.20 | 5.67 | 18.99 | 1.92 | 11.81 | 11.93 | 7.83 | 8.00 | 10.31 |
| Yield(%) | 0.00 | 4.86 | 3.46 | 2.26 | 3.82 | 4.16 | 3.12 | … | … | 0.00 | 5.11 | 2.45 | 1.71 | 1.06 | 2.76 | 1.42 | 8.75 | 3.47 | 3.93 | 2.55 | 2.44 | 3.34 | 3.26 | 1.85 |
Data as of 06/03/2026, Common starting date is 02/06/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JFFAX (JPMORGAN SMARTRETIREMENT 2055 FUND CLASS A) |
-3.23%
Dec 2019 – Dec 2022 |
0.32%
Dec 2017 – Dec 2022 |
4.24%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JFFAX (JPMORGAN SMARTRETIREMENT 2055 FUND CLASS A) |
18.13%
May 2023 – May 2026 |
12.73%
Oct 2016 – Oct 2021 |
8.97%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart