Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JFFRX (JPMORGAN SMARTRETIREMENT 2055 FUND CLASS R2) | 9.31% | 21.85% | 17.02% | 4.47% | 8.45% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JFFRX (JPMORGAN SMARTRETIREMENT 2055 FUND CLASS R2) | 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 (%) | 0.33 | 21.85 | 17.02 | 4.47 | 8.45 | NA | NA | … | … | 9.31 | 15.25 | 10.18 | 21.17 | -24.96 | 6.66 | 14.97 | 24.14 | -10.32 | 21.30 | 6.05 | -2.05 | 5.64 | 24.42 | 8.36 |
| Sharpe Ratio | NA | 1.72 | 1.08 | 0.13 | 0.42 | NA | NA | … | … | 1.49 | 0.81 | 0.32 | 1.45 | -1.15 | 0.45 | 0.49 | 2.29 | -0.86 | 3.12 | 0.46 | -0.16 | 0.53 | 2.23 | 0.74 |
| Standard Deviation(%) | NA | 11.54 | 13.08 | 15.82 | 16.25 | NA | NA | … | … | 14.11 | 15.67 | 11.38 | 11.76 | 23.02 | 14.68 | 30.22 | 9.93 | 13.52 | 6.64 | 12.70 | 13.04 | 10.60 | 10.94 | 12.60 |
| Draw Down(%) | NA | 9.17 | 15.18 | 32.67 | 33.24 | NA | NA | … | … | 9.17 | 15.18 | 7.14 | 10.51 | 26.18 | 12.92 | 33.24 | 5.64 | 19.25 | 1.96 | 11.83 | 12.04 | 7.88 | 8.00 | 10.37 |
| Yield(%) | 0.00 | 4.59 | 3.13 | 2.02 | 3.75 | 4.03 | 3.02 | … | … | 0.00 | 4.84 | 2.10 | 1.37 | 0.84 | 2.60 | 3.45 | 8.36 | 3.12 | 3.53 | 2.39 | 2.21 | 3.13 | 3.05 | 1.64 |
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 |
|---|---|---|---|---|
| JFFRX (JPMORGAN SMARTRETIREMENT 2055 FUND CLASS R2) |
-3.28%
Apr 2021 – Apr 2024 |
0.48%
Dec 2017 – Dec 2022 |
4.19%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JFFRX (JPMORGAN SMARTRETIREMENT 2055 FUND CLASS R2) |
17.76%
May 2023 – May 2026 |
12.92%
Oct 2016 – Oct 2021 |
8.90%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart