Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JFFCX (JPMORGAN SMARTRETIREMENT 2055 FUND CLASS C) | 9.20% | 21.56% | 16.73% | 4.17% | 8.16% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JFFCX (JPMORGAN SMARTRETIREMENT 2055 FUND CLASS C) | 02/06/2012 | 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 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.34 | 21.56 | 16.73 | 4.17 | 8.16 | NA | NA | … | … | 9.20 | 14.95 | 10.47 | 20.60 | -25.21 | 6.34 | 14.53 | 23.81 | -10.49 | 20.95 | 5.78 | -2.43 | 5.26 | 23.83 | 7.96 |
| Sharpe Ratio | NA | 1.70 | 1.06 | 0.11 | 0.40 | NA | NA | … | … | 1.48 | 0.78 | 0.34 | 1.40 | -1.16 | 0.43 | 0.47 | 2.25 | -0.88 | 3.05 | 0.44 | -0.19 | 0.49 | 2.18 | 0.71 |
| Standard Deviation(%) | NA | 11.53 | 13.06 | 15.83 | 16.26 | NA | NA | … | … | 14.08 | 15.70 | 11.28 | 11.75 | 23.04 | 14.73 | 30.26 | 9.95 | 13.52 | 6.69 | 12.69 | 13.09 | 10.64 | 10.89 | 12.56 |
| Draw Down(%) | NA | 9.20 | 15.23 | 32.99 | 33.27 | NA | NA | … | … | 9.20 | 15.23 | 7.18 | 10.55 | 26.43 | 13.03 | 33.27 | 5.66 | 19.40 | 1.97 | 11.86 | 12.15 | 7.93 | 8.05 | 10.44 |
| Yield(%) | 0.00 | 4.36 | 2.82 | 1.84 | 3.50 | 3.69 | 2.77 | … | … | 0.00 | 4.59 | 1.73 | 1.11 | 0.64 | 2.55 | 3.30 | 8.20 | 2.97 | 3.27 | 2.06 | 1.98 | 2.75 | 2.70 | 1.18 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| JFFCX (JPMORGAN SMARTRETIREMENT 2055 FUND CLASS C) |
-3.59%
Apr 2021 – Apr 2024 |
0.19%
Dec 2017 – Dec 2022 |
3.86%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JFFCX (JPMORGAN SMARTRETIREMENT 2055 FUND CLASS C) |
17.48%
May 2023 – May 2026 |
12.62%
Oct 2016 – Oct 2021 |
8.59%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart