Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JSACX (JPMORGAN SMARTRETIREMENT 2045 FUND CLASS C) | 5.92% | 17.74% | 15.15% | 2.25% | 6.84% | 6.89% | NA | … | … |
Data as of 06/05/2026, Common starting date is 08/03/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JSACX (JPMORGAN SMARTRETIREMENT 2045 FUND CLASS C) | 08/03/2007 | 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 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.20 | 17.74 | 15.15 | 2.25 | 6.84 | 6.89 | NA | … | … | 5.92 | 13.83 | 7.59 | 20.43 | -26.07 | 2.15 | 11.13 | 23.80 | -10.54 | 20.96 | 5.85 | -2.45 | 5.35 | 23.71 | 17.31 | -5.59 | 15.62 | 32.96 | -34.08 | 3.53 |
| Sharpe Ratio | NA | 1.69 | 1.05 | 0.02 | 0.34 | NA | NA | … | … | 1.43 | 0.74 | 0.09 | 1.42 | -1.17 | 0.12 | 0.36 | 2.24 | -0.88 | 3.09 | 0.44 | -0.19 | 0.51 | 2.22 | 1.41 | -0.25 | 0.88 | 1.29 | -1.01 | 0.34 |
| Standard Deviation(%) | NA | 10.93 | 12.53 | 16.17 | 16.42 | NA | NA | … | … | 13.32 | 15.05 | 11.15 | 11.53 | 23.46 | 17.19 | 30.23 | 10.01 | 13.54 | 6.61 | 12.76 | 13.09 | 10.47 | 10.67 | 12.38 | 22.38 | 17.58 | 25.44 | 34.57 | 18.61 |
| Draw Down(%) | NA | 8.72 | 14.50 | 36.34 | 36.34 | NA | NA | … | … | 8.72 | 14.50 | 7.53 | 10.40 | 27.26 | 16.44 | 33.33 | 5.65 | 19.47 | 2.00 | 11.93 | 12.25 | 7.93 | 8.14 | 10.98 | 21.91 | 13.46 | 23.63 | 45.91 | 8.28 |
| Yield(%) | 0.00 | 5.01 | 3.93 | 2.22 | 3.91 | 4.24 | 3.51 | … | … | 0.00 | 5.25 | 4.14 | 1.23 | 0.63 | 2.48 | 1.17 | 10.89 | 3.98 | 3.79 | 2.35 | 2.52 | 3.63 | 4.58 | 1.66 | 1.40 | 2.69 | 1.87 | 1.38 | 2.85 |
Data as of 06/05/2026, Common starting date is 08/03/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSACX (JPMORGAN SMARTRETIREMENT 2045 FUND CLASS C) |
-5.68%
Dec 2019 – Dec 2022 |
-1.45%
Dec 2017 – Dec 2022 |
2.99%
Oct 2013 – Oct 2023 |
3.49%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSACX (JPMORGAN SMARTRETIREMENT 2045 FUND CLASS C) |
24.03%
Feb 2009 – Feb 2012 |
20.00%
Feb 2009 – Feb 2014 |
12.48%
Feb 2009 – Feb 2019 |
9.30%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart