Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JSASX (JPMORGAN SMARTRETIREMENT 2045 FUND SELECT CLASS) | 8.89% | 21.36% | 16.97% | 3.66% | 7.98% | 7.92% | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/06/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JSASX (JPMORGAN SMARTRETIREMENT 2045 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 (%) | 0.30 | 21.36 | 16.97 | 3.66 | 7.98 | 7.92 | NA | … | … | 8.89 | 17.32 | 11.75 | 22.08 | -25.28 | 3.22 | 11.94 | 24.79 | -9.83 | 21.86 | 6.68 | -1.74 | 5.98 | 24.81 | 18.18 | -4.87 | 16.38 | 33.97 | -33.55 | 2.04 |
| Sharpe Ratio | NA | 1.78 | 1.11 | 0.08 | 0.39 | NA | NA | … | … | 1.50 | 0.99 | 0.74 | 1.61 | -1.15 | 0.19 | 0.39 | 2.34 | -0.83 | 3.18 | 0.51 | -0.14 | 0.57 | 2.33 | 1.48 | -0.22 | 0.93 | 1.33 | -0.99 | 0.14 |
| Standard Deviation(%) | NA | 10.93 | 12.59 | 16.12 | 16.40 | NA | NA | … | … | 13.37 | 14.61 | 10.98 | 11.56 | 23.33 | 17.00 | 30.21 | 9.97 | 13.56 | 6.69 | 12.72 | 13.07 | 10.53 | 10.62 | 12.36 | 22.51 | 17.57 | 25.42 | 34.65 | 18.45 |
| Draw Down(%) | NA | 8.65 | 14.47 | 35.38 | 35.38 | NA | NA | … | … | 8.65 | 14.47 | 6.74 | 10.21 | 26.48 | 16.11 | 33.30 | 5.62 | 18.91 | 1.93 | 11.87 | 11.98 | 7.86 | 8.03 | 10.86 | 21.65 | 13.39 | 23.51 | 45.55 | 8.27 |
| Yield(%) | 0.00 | 5.60 | 4.66 | 2.70 | 4.59 | 5.06 | 4.17 | … | … | 0.00 | 5.91 | 4.82 | 1.99 | 1.18 | 2.82 | 1.59 | 11.53 | 4.61 | 4.55 | 3.08 | 3.00 | 4.33 | 5.29 | 2.42 | 2.03 | 3.24 | 2.57 | 1.97 | 3.11 |
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 |
|---|---|---|---|---|
| JSASX (JPMORGAN SMARTRETIREMENT 2045 FUND SELECT CLASS) |
-4.78%
Dec 2019 – Dec 2022 |
-0.58%
Dec 2017 – Dec 2022 |
3.84%
Oct 2013 – Oct 2023 |
4.29%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSASX (JPMORGAN SMARTRETIREMENT 2045 FUND SELECT CLASS) |
24.91%
Feb 2009 – Feb 2012 |
20.87%
Feb 2009 – Feb 2014 |
13.31%
Feb 2009 – Feb 2019 |
10.17%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart