Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JFFYX (JPMORGAN SMARTRETIREMENT 2055 FUND CLASS R6) | 6.83% | 19.83% | 16.88% | 4.75% | 8.73% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/04/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JFFYX (JPMORGAN SMARTRETIREMENT 2055 FUND CLASS R6) | 11/04/2014 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.29 | 19.83 | 16.88 | 4.75 | 8.73 | NA | NA | … | … | 6.83 | 18.17 | 12.33 | 22.83 | -24.28 | 7.61 | 12.81 | 25.05 | -9.64 | 22.13 | 6.89 | -1.52 | 1.54 |
| Sharpe Ratio | NA | 1.45 | 1.03 | 0.14 | 0.44 | NA | NA | … | … | 0.98 | 1.00 | 0.77 | 1.64 | -1.12 | 0.52 | 0.41 | 2.38 | -0.82 | 3.24 | 0.52 | -0.12 | 1.03 |
| Standard Deviation(%) | NA | 11.86 | 13.19 | 15.86 | 16.27 | NA | NA | … | … | 14.45 | 15.35 | 11.37 | 11.80 | 22.95 | 14.64 | 30.19 | 9.93 | 13.50 | 6.65 | 12.80 | 13.06 | 10.05 |
| Draw Down(%) | NA | 9.12 | 15.11 | 32.02 | 33.19 | NA | NA | … | … | 9.12 | 15.11 | 7.13 | 10.34 | 25.63 | 12.76 | 33.19 | 5.65 | 18.70 | 2.04 | 11.79 | 11.84 | 4.66 |
| Yield(%) | 0.00 | 5.28 | 3.96 | 2.58 | 4.30 | 3.14 | 2.35 | … | … | 0.00 | 5.57 | 2.92 | 2.18 | 1.42 | 3.14 | 1.82 | 9.15 | 3.83 | 4.29 | 3.13 | 2.68 | 2.63 |
Data as of 06/05/2026, Common starting date is 11/04/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JFFYX (JPMORGAN SMARTRETIREMENT 2055 FUND CLASS R6) |
-2.77%
Dec 2019 – Dec 2022 |
0.76%
Dec 2017 – Dec 2022 |
5.87%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JFFYX (JPMORGAN SMARTRETIREMENT 2055 FUND CLASS R6) |
18.63%
May 2023 – May 2026 |
13.16%
Oct 2016 – Oct 2021 |
9.46%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart