Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JNSZX (JPMORGAN SMARTRETIREMENT 2025 FUND CLASS R2) | 3.18% | 11.43% | 9.88% | 0.99% | 4.52% | 5.22% | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/14/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JNSZX (JPMORGAN SMARTRETIREMENT 2025 FUND CLASS R2) | 11/14/2008 | 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.44 | 11.43 | 9.88 | 0.99 | 4.52 | 5.22 | NA | … | … | 3.18 | 11.85 | 5.17 | 15.64 | -19.67 | -1.71 | 8.35 | 17.75 | -7.19 | 15.55 | 5.28 | -1.36 | 5.42 | 18.16 | 15.48 | -2.87 | 15.16 | 30.61 | 4.75 |
| Sharpe Ratio | NA | 1.73 | 0.97 | -0.12 | 0.32 | NA | NA | … | … | 1.20 | 1.15 | 0.21 | 1.59 | -1.58 | -0.16 | 0.48 | 2.89 | -0.97 | 3.34 | 0.56 | -0.15 | 0.68 | 2.17 | 1.60 | -0.16 | 1.02 | 1.39 | 1.08 |
| Standard Deviation(%) | NA | 6.28 | 7.67 | 9.77 | 9.77 | NA | NA | … | … | 7.82 | 7.85 | 7.26 | 7.62 | 13.38 | 11.08 | 16.90 | 5.64 | 8.84 | 4.49 | 9.06 | 9.53 | 7.96 | 8.35 | 9.70 | 18.10 | 14.70 | 21.92 | 42.33 |
| Draw Down(%) | NA | 5.45 | 7.55 | 28.31 | 28.31 | NA | NA | … | … | 5.45 | 7.42 | 3.98 | 7.40 | 20.92 | 11.41 | 22.07 | 2.74 | 13.35 | 1.37 | 8.32 | 9.24 | 5.87 | 7.11 | 8.52 | 17.63 | 11.10 | 20.85 | 10.14 |
| Yield(%) | 0.00 | 6.88 | 4.89 | 2.89 | 4.30 | 4.54 | 5.57 | … | … | 0.00 | 7.13 | 4.35 | 2.65 | 1.61 | 2.11 | 1.69 | 13.32 | 4.53 | 3.91 | 2.39 | 2.76 | 3.90 | 4.50 | 2.23 | 2.25 | 2.54 | 2.30 | 0.00 |
Data as of 06/05/2026, Common starting date is 11/14/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JNSZX (JPMORGAN SMARTRETIREMENT 2025 FUND CLASS R2) |
-5.07%
Dec 2019 – Dec 2022 |
-1.34%
Dec 2017 – Dec 2022 |
2.28%
Oct 2013 – Oct 2023 |
4.87%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JNSZX (JPMORGAN SMARTRETIREMENT 2025 FUND CLASS R2) |
22.63%
Feb 2009 – Feb 2012 |
18.17%
Feb 2009 – Feb 2014 |
11.24%
Feb 2009 – Feb 2019 |
7.91%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart