Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JFFSX (JPMORGAN SMARTRETIREMENT 2055 FUND SELECT CLASS) | 9.55% | 22.47% | 17.62% | 5.04% | 8.71% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JFFSX (JPMORGAN SMARTRETIREMENT 2055 FUND SELECT 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 | 22.47 | 17.62 | 5.04 | 8.71 | NA | NA | … | … | 9.55 | 15.88 | 9.79 | 22.28 | -24.51 | 7.31 | 12.54 | 24.77 | -9.81 | 21.83 | 6.34 | -1.68 | 5.88 | 25.03 | 8.70 |
| Sharpe Ratio | NA | 1.78 | 1.12 | 0.16 | 0.44 | NA | NA | … | … | 1.54 | 0.85 | 0.28 | 1.54 | -1.13 | 0.50 | 0.41 | 2.35 | -0.83 | 3.19 | 0.48 | -0.13 | 0.55 | 2.29 | 0.77 |
| Standard Deviation(%) | NA | 11.52 | 13.12 | 15.82 | 16.23 | NA | NA | … | … | 14.10 | 15.66 | 11.55 | 11.83 | 22.95 | 14.62 | 30.14 | 9.93 | 13.52 | 6.67 | 12.69 | 13.08 | 10.67 | 10.94 | 12.56 |
| Draw Down(%) | NA | 9.14 | 15.14 | 32.21 | 33.20 | NA | NA | … | … | 9.14 | 15.14 | 7.11 | 10.42 | 25.78 | 12.81 | 33.20 | 5.65 | 18.89 | 1.91 | 11.84 | 11.89 | 7.85 | 7.99 | 10.31 |
| Yield(%) | 0.00 | 5.04 | 3.65 | 2.37 | 3.98 | 4.35 | 3.26 | … | … | 0.00 | 5.32 | 2.58 | 1.89 | 1.20 | 2.90 | 1.58 | 8.92 | 3.62 | 4.04 | 2.63 | 2.52 | 3.43 | 3.33 | 1.89 |
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 |
|---|---|---|---|---|
| JFFSX (JPMORGAN SMARTRETIREMENT 2055 FUND SELECT CLASS) |
-3.03%
Dec 2019 – Dec 2022 |
0.52%
Dec 2017 – Dec 2022 |
4.40%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JFFSX (JPMORGAN SMARTRETIREMENT 2055 FUND SELECT CLASS) |
18.34%
May 2023 – May 2026 |
12.89%
Oct 2016 – Oct 2021 |
9.16%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart