Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JMSSX (JPMORGAN SMARTRETIREMENT* BLEND 2045 FUND SELECT CLASS) | 11.21% | 25.75% | 18.42% | 9.23% | 10.88% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/03/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JMSSX (JPMORGAN SMARTRETIREMENT* BLEND 2045 FUND SELECT CLASS) | 07/03/2012 | 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 | 25.75 | 18.42 | 9.23 | 10.88 | NA | NA | … | … | 11.21 | 20.58 | 11.32 | 21.95 | -17.78 | 17.45 | 12.91 | 24.27 | -8.56 | 20.17 | 8.20 | -1.34 | 6.33 | 21.09 | 6.31 |
| Sharpe Ratio | NA | 2.15 | 1.21 | 0.48 | 0.60 | NA | NA | … | … | 1.95 | 1.21 | 0.69 | 1.59 | -0.95 | 1.46 | 0.42 | 2.29 | -0.76 | 3.29 | 0.65 | -0.10 | 0.64 | 2.02 | 1.33 |
| Standard Deviation(%) | NA | 11.17 | 12.82 | 14.43 | 15.46 | NA | NA | … | … | 13.59 | 14.95 | 11.15 | 11.63 | 20.27 | 11.94 | 30.04 | 9.97 | 13.14 | 5.96 | 12.24 | 13.16 | 9.87 | 10.42 | 10.01 |
| Draw Down(%) | NA | 8.54 | 14.68 | 25.38 | 32.68 | NA | NA | … | … | 8.54 | 14.68 | 6.91 | 10.76 | 25.38 | 5.33 | 32.68 | 5.50 | 17.26 | 1.82 | 9.92 | 11.54 | 7.33 | 8.00 | 5.32 |
| Yield(%) | 0.00 | 2.51 | 2.59 | 2.61 | 3.53 | 3.66 | 2.75 | … | … | 0.00 | 2.65 | 2.29 | 2.32 | 1.39 | 5.65 | 1.33 | 2.65 | 4.80 | 2.23 | 1.85 | 1.99 | 2.25 | 2.00 | 1.53 |
Data as of 06/04/2026, Common starting date is 07/03/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JMSSX (JPMORGAN SMARTRETIREMENT* BLEND 2045 FUND SELECT CLASS) |
0.55%
Mar 2017 – Mar 2020 |
2.27%
Mar 2015 – Mar 2020 |
6.25%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JMSSX (JPMORGAN SMARTRETIREMENT* BLEND 2045 FUND SELECT CLASS) |
19.81%
Sep 2022 – Sep 2025 |
13.39%
Mar 2020 – Mar 2025 |
11.20%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart