Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JSAZX (JPMORGAN SMARTRETIREMENT 2045 FUND CLASS R2) | 8.64% | 20.73% | 16.39% | 3.06% | 7.67% | 7.59% | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/14/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JSAZX (JPMORGAN SMARTRETIREMENT 2045 FUND CLASS R2) | 11/14/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.31 | 20.73 | 16.39 | 3.06 | 7.67 | 7.59 | NA | … | … | 8.64 | 16.78 | 11.60 | 20.97 | -25.75 | 2.55 | 14.40 | 24.09 | -10.35 | 21.34 | 6.04 | -2.04 | 5.64 | 24.25 | 17.83 | -5.25 | 16.02 | 33.46 | 5.51 |
| Sharpe Ratio | NA | 1.72 | 1.07 | 0.04 | 0.37 | NA | NA | … | … | 1.44 | 0.95 | 0.73 | 1.51 | -1.17 | 0.15 | 0.47 | 2.27 | -0.87 | 3.10 | 0.46 | -0.16 | 0.53 | 2.27 | 1.45 | -0.24 | 0.91 | 1.31 | 1.10 |
| Standard Deviation(%) | NA | 10.93 | 12.55 | 16.14 | 16.42 | NA | NA | … | … | 13.37 | 14.62 | 10.89 | 11.54 | 23.36 | 17.11 | 30.29 | 9.96 | 13.57 | 6.69 | 12.73 | 13.10 | 10.51 | 10.68 | 12.33 | 22.43 | 17.55 | 25.38 | 49.43 |
| Draw Down(%) | NA | 8.71 | 14.51 | 35.98 | 35.98 | NA | NA | … | … | 8.71 | 14.51 | 6.78 | 10.35 | 26.98 | 16.31 | 33.27 | 5.67 | 19.34 | 1.94 | 11.89 | 12.12 | 7.88 | 8.13 | 10.90 | 21.79 | 13.45 | 23.63 | 11.89 |
| Yield(%) | 0.00 | 5.20 | 4.18 | 2.38 | 4.36 | 4.75 | 6.02 | … | … | 0.00 | 5.48 | 4.39 | 1.48 | 0.82 | 2.53 | 3.48 | 11.01 | 4.11 | 4.05 | 2.54 | 2.72 | 4.04 | 4.96 | 2.10 | 1.73 | 3.05 | 2.09 | 0.00 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| JSAZX (JPMORGAN SMARTRETIREMENT 2045 FUND CLASS R2) |
-5.06%
Apr 2021 – Apr 2024 |
-0.63%
Dec 2017 – Dec 2022 |
3.58%
Oct 2013 – Oct 2023 |
6.63%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSAZX (JPMORGAN SMARTRETIREMENT 2045 FUND CLASS R2) |
24.48%
Feb 2009 – Feb 2012 |
20.43%
Feb 2009 – Feb 2014 |
12.85%
Feb 2009 – Feb 2019 |
9.85%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart