Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JNSIX (JPMORGAN SMARTRETIREMENT 2025 FUND INSTITUTIONAL CLASS) | 4.98% | 13.53% | 11.13% | 4.76% | 7.09% | 7.11% | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/06/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JNSIX (JPMORGAN SMARTRETIREMENT 2025 FUND INSTITUTIONAL CLASS) | 08/06/2007 | 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 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.16 | 13.53 | 11.13 | 4.76 | 7.09 | 7.11 | NA | … | … | 4.98 | 12.56 | 5.14 | 17.20 | -15.62 | 8.64 | 11.87 | 18.49 | -6.58 | 16.32 | 6.11 | -0.93 | 5.85 | 18.81 | 16.14 | -2.42 | 15.76 | 31.48 | -31.21 | 2.62 |
| Sharpe Ratio | NA | 1.85 | 1.04 | 0.27 | 0.60 | NA | NA | … | … | 1.30 | 1.24 | 0.20 | 1.74 | -1.38 | 1.25 | 0.68 | 3.00 | -0.90 | 3.47 | 0.65 | -0.10 | 0.73 | 2.23 | 1.66 | -0.14 | 1.07 | 1.43 | -1.07 | 0.25 |
| Standard Deviation(%) | NA | 6.26 | 7.81 | 8.72 | 9.27 | NA | NA | … | … | 7.78 | 7.81 | 7.51 | 7.85 | 12.36 | 6.87 | 16.90 | 5.67 | 8.83 | 4.53 | 9.06 | 9.57 | 8.00 | 8.40 | 9.74 | 18.12 | 14.68 | 21.95 | 29.92 | 16.32 |
| Draw Down(%) | NA | 5.33 | 7.35 | 20.78 | 22.08 | NA | NA | … | … | 5.33 | 7.34 | 4.64 | 7.24 | 20.52 | 3.27 | 22.08 | 2.77 | 12.88 | 1.31 | 8.27 | 9.07 | 5.83 | 7.13 | 8.42 | 17.51 | 10.96 | 20.73 | 42.19 | 7.24 |
| Yield(%) | 0.00 | 7.45 | 5.58 | 5.83 | 6.64 | 6.57 | 5.34 | … | … | 0.00 | 7.76 | 5.05 | 3.39 | 5.72 | 12.18 | 5.02 | 13.94 | 5.13 | 4.54 | 3.19 | 3.23 | 4.34 | 4.97 | 2.69 | 2.69 | 2.97 | 2.90 | 2.56 | 3.09 |
Data as of 06/04/2026, Common starting date is 08/06/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JNSIX (JPMORGAN SMARTRETIREMENT 2025 FUND INSTITUTIONAL CLASS) |
-1.39%
Sep 2007 – Sep 2010 |
1.95%
Oct 2007 – Oct 2012 |
4.59%
Oct 2013 – Oct 2023 |
4.49%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JNSIX (JPMORGAN SMARTRETIREMENT 2025 FUND INSTITUTIONAL CLASS) |
23.29%
Feb 2009 – Feb 2012 |
18.80%
Feb 2009 – Feb 2014 |
11.87%
Feb 2009 – Feb 2019 |
9.73%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart