Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JFFQX (JPMORGAN SMARTRETIREMENT 2055 FUND CLASS R4) | 9.09% | 22.32% | 17.45% | 8.65% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 09/15/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JFFQX (JPMORGAN SMARTRETIREMENT 2055 FUND CLASS R4) | 09/15/2016 | 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 (%) | 0.33 | 22.32 | 17.45 | 8.65 | NA | NA | NA | … | … | 9.09 | 15.88 | 12.55 | 21.98 | -18.51 | 17.50 | 15.34 | 24.68 | -9.85 | 21.86 | -0.29 |
| Sharpe Ratio | NA | 1.77 | 1.12 | 0.42 | NA | NA | NA | … | … | 1.53 | 0.85 | 0.79 | 1.57 | -0.96 | 1.40 | 0.50 | 2.34 | -0.83 | 3.19 | -0.14 |
| Standard Deviation(%) | NA | 11.55 | 13.10 | 14.80 | NA | NA | NA | … | … | 14.14 | 15.65 | 11.28 | 11.76 | 20.82 | 12.45 | 30.16 | 9.92 | 13.52 | 6.67 | 8.91 |
| Draw Down(%) | NA | 9.13 | 15.13 | 25.77 | NA | NA | NA | … | … | 9.13 | 15.13 | 7.14 | 10.39 | 25.77 | 5.33 | 33.21 | 5.62 | 18.90 | 2.08 | 4.53 |
| Yield(%) | 0.00 | 5.05 | 3.60 | 5.29 | 6.10 | 4.07 | 3.05 | … | … | 0.00 | 5.32 | 2.67 | 1.63 | 7.38 | 12.78 | 4.29 | 8.92 | 3.63 | 4.06 | 0.00 |
Data as of 06/03/2026, Common starting date is 09/15/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JFFQX (JPMORGAN SMARTRETIREMENT 2055 FUND CLASS R4) |
0.52%
Mar 2017 – Mar 2020 |
3.77%
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 |
|---|---|---|---|---|
| JFFQX (JPMORGAN SMARTRETIREMENT 2055 FUND CLASS R4) |
19.81%
Sep 2022 – Sep 2025 |
13.90%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart