Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JNSPX (JPMORGAN SMARTRETIREMENT 2025 FUND CLASS R3) | 3.30% | 11.71% | 10.17% | 4.04% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/15/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JNSPX (JPMORGAN SMARTRETIREMENT 2025 FUND CLASS R3) | 09/15/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.38 | 11.71 | 10.17 | 4.04 | NA | NA | NA | … | … | 3.30 | 8.73 | 5.12 | 16.26 | -15.94 | 8.22 | 11.39 | 18.05 | -6.92 | 15.79 | -1.24 |
| Sharpe Ratio | NA | 1.76 | 0.99 | 0.22 | NA | NA | NA | … | … | 1.21 | 0.69 | 0.20 | 1.65 | -1.42 | 1.19 | 0.66 | 2.94 | -0.94 | 3.38 | -0.67 |
| Standard Deviation(%) | NA | 6.29 | 7.75 | 8.67 | NA | NA | NA | … | … | 7.88 | 8.67 | 7.39 | 7.71 | 12.30 | 6.88 | 16.82 | 5.63 | 8.86 | 4.49 | 6.63 |
| Draw Down(%) | NA | 5.39 | 7.47 | 21.06 | NA | NA | NA | … | … | 5.39 | 7.36 | 4.27 | 7.39 | 20.76 | 3.35 | 22.06 | 2.79 | 13.20 | 1.41 | 3.56 |
| Yield(%) | 0.00 | 7.09 | 5.15 | 5.53 | 5.93 | 3.95 | 2.97 | … | … | 0.00 | 7.36 | 4.57 | 2.97 | 5.44 | 11.86 | 4.66 | 13.61 | 4.81 | 4.38 | 0.00 |
Data as of 06/05/2026, Common starting date is 09/15/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JNSPX (JPMORGAN SMARTRETIREMENT 2025 FUND CLASS R3) |
-0.15%
Apr 2021 – Apr 2024 |
1.87%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JNSPX (JPMORGAN SMARTRETIREMENT 2025 FUND CLASS R3) |
12.48%
Dec 2018 – Dec 2021 |
8.93%
Dec 2016 – Dec 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart