Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JFFIX (JPMORGAN SMARTRETIREMENT 2055 FUND INSTITUTIONAL CLASS) | 9.60% | 22.62% | 17.79% | 8.77% | 10.97% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JFFIX (JPMORGAN SMARTRETIREMENT 2055 FUND INSTITUTIONAL CLASS) | 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 (%) | 0.36 | 22.62 | 17.79 | 8.77 | 10.97 | NA | NA | … | … | 9.60 | 18.03 | 12.32 | 22.64 | -18.39 | 17.66 | 15.52 | 24.89 | -9.69 | 22.01 | 6.48 | -1.61 | 6.06 | 25.20 | 8.83 |
| Sharpe Ratio | NA | 1.80 | 1.13 | 0.43 | 0.59 | NA | NA | … | … | 1.55 | 0.99 | 0.76 | 1.62 | -0.95 | 1.42 | 0.50 | 2.36 | -0.82 | 3.22 | 0.49 | -0.13 | 0.57 | 2.30 | 0.78 |
| Standard Deviation(%) | NA | 11.54 | 13.14 | 14.83 | 15.76 | NA | NA | … | … | 14.09 | 15.35 | 11.39 | 11.82 | 20.84 | 12.46 | 30.20 | 9.93 | 13.50 | 6.66 | 12.67 | 13.07 | 10.67 | 10.95 | 12.55 |
| Draw Down(%) | NA | 9.12 | 15.12 | 25.71 | 33.20 | NA | NA | … | … | 9.12 | 15.12 | 7.13 | 10.35 | 25.71 | 5.32 | 33.20 | 5.65 | 18.76 | 1.91 | 11.74 | 11.90 | 7.81 | 7.99 | 10.31 |
| Yield(%) | 0.00 | 5.17 | 3.85 | 5.41 | 6.65 | 6.70 | 5.02 | … | … | 0.00 | 5.46 | 2.81 | 2.08 | 7.48 | 12.98 | 4.41 | 9.04 | 3.73 | 4.17 | 2.72 | 2.65 | 3.56 | 3.48 | 2.02 |
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 |
|---|---|---|---|---|
| JFFIX (JPMORGAN SMARTRETIREMENT 2055 FUND INSTITUTIONAL CLASS) |
0.67%
Mar 2017 – Mar 2020 |
1.93%
Mar 2015 – Mar 2020 |
6.56%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JFFIX (JPMORGAN SMARTRETIREMENT 2055 FUND INSTITUTIONAL CLASS) |
20.00%
Sep 2022 – Sep 2025 |
14.08%
Mar 2020 – Mar 2025 |
11.42%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart