Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JNSSX (JPMORGAN SMARTRETIREMENT 2025 FUND SELECT CLASS) | 4.87% | 13.38% | 10.94% | 1.81% | 5.23% | 5.82% | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/06/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JNSSX (JPMORGAN SMARTRETIREMENT 2025 FUND SELECT 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 (%) | 0.11 | 13.38 | 10.94 | 1.81 | 5.23 | 5.82 | NA | … | … | 4.87 | 12.40 | 5.15 | 16.88 | -19.24 | -1.15 | 8.90 | 18.36 | -6.65 | 16.14 | 5.91 | -1.02 | 5.65 | 18.65 | 15.91 | -2.49 | 15.48 | 31.29 | -31.29 | 2.56 |
| Sharpe Ratio | NA | 1.81 | 1.02 | -0.06 | 0.37 | NA | NA | … | … | 1.26 | 1.22 | 0.20 | 1.72 | -1.55 | -0.11 | 0.51 | 2.97 | -0.91 | 3.47 | 0.63 | -0.11 | 0.71 | 2.22 | 1.65 | -0.14 | 1.05 | 1.42 | -1.07 | 0.24 |
| Standard Deviation(%) | NA | 6.27 | 7.79 | 9.80 | 9.80 | NA | NA | … | … | 7.82 | 7.82 | 7.52 | 7.76 | 13.39 | 10.99 | 16.93 | 5.69 | 8.86 | 4.48 | 9.08 | 9.56 | 7.96 | 8.40 | 9.67 | 18.14 | 14.66 | 21.95 | 29.92 | 16.28 |
| Draw Down(%) | NA | 5.33 | 7.42 | 27.91 | 27.91 | NA | NA | … | … | 5.33 | 7.35 | 4.47 | 7.31 | 20.59 | 11.32 | 22.07 | 2.72 | 12.97 | 1.36 | 8.33 | 9.11 | 5.81 | 7.08 | 8.42 | 17.51 | 11.00 | 20.73 | 42.25 | 7.18 |
| Yield(%) | 0.00 | 7.31 | 5.39 | 3.27 | 4.80 | 5.05 | 4.21 | … | … | 0.00 | 7.60 | 4.81 | 3.21 | 2.03 | 2.61 | 2.17 | 13.82 | 5.02 | 4.42 | 3.04 | 3.09 | 4.20 | 4.82 | 2.54 | 2.55 | 2.80 | 2.74 | 2.46 | 3.03 |
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 |
|---|---|---|---|---|
| JNSSX (JPMORGAN SMARTRETIREMENT 2025 FUND SELECT CLASS) |
-4.56%
Dec 2019 – Dec 2022 |
-0.80%
Dec 2017 – Dec 2022 |
2.79%
Oct 2013 – Oct 2023 |
3.52%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JNSSX (JPMORGAN SMARTRETIREMENT 2025 FUND SELECT CLASS) |
23.08%
Feb 2009 – Feb 2012 |
18.60%
Feb 2009 – Feb 2014 |
11.70%
Feb 2009 – Feb 2019 |
8.40%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart