Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JSIIX (JPMORGAN SMARTRETIREMENT INCOME FUND INSTITUTIONAL CLASS) | 6.24% | 9.83% | 7.98% | 2.90% | 3.58% | 4.81% | NA | 4.49% |
Data as of 07/01/2025, AR inception is 05/31/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JSIIX (JPMORGAN SMARTRETIREMENT INCOME FUND INSTITUTIONAL CLASS) | 05/31/2006 | 07/01/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.93 | 9.83 | 7.98 | 2.90 | 3.58 | 4.81 | NA | 4.49 | 6.24 | 0.46 | 15.95 | -15.37 | -2.29 | 7.44 | 14.21 | -4.53 | 11.11 | 5.24 | -1.02 | 5.17 | 7.91 | 10.30 | 1.13 | 11.35 | 21.62 | -16.96 | 5.17 | 6.75 |
| Sharpe Ratio | NA | 0.75 | 0.54 | 0.12 | 0.27 | NA | NA | 0.45 | 1.05 | -0.74 | 1.63 | -1.63 | -0.25 | 0.62 | 3.64 | -1.04 | 2.82 | 0.92 | -0.19 | 1.21 | 1.70 | 2.11 | 0.13 | 1.68 | 2.13 | -1.41 | 0.41 | 2.49 |
| Standard Deviation(%) | NA | 7.72 | 8.19 | 8.44 | 7.62 | NA | NA | 7.50 | 9.09 | 8.24 | 7.22 | 10.33 | 9.15 | 11.62 | 3.52 | 5.63 | 3.73 | 5.49 | 5.58 | 4.24 | 4.63 | 4.90 | 8.64 | 6.71 | 10.11 | 12.63 | 5.37 | 3.38 |
| Draw Down(%) | NA | 6.52 | 9.46 | 24.83 | 24.83 | NA | NA | 25.67 | 6.51 | 6.39 | 6.42 | 18.08 | 9.72 | 17.05 | 1.36 | 8.67 | 1.79 | 4.78 | 6.01 | 3.39 | 5.17 | 4.21 | 8.48 | 4.66 | 10.26 | 23.95 | 4.01 | 1.66 |
| Yield(%) | 0.00 | 3.90 | 3.48 | 2.69 | 4.14 | 4.49 | 4.06 | 4.28 | 0.00 | 4.10 | 3.65 | 2.36 | 2.61 | 2.51 | 15.01 | 5.45 | 3.97 | 2.46 | 2.58 | 2.88 | 3.05 | 2.77 | 3.10 | 3.06 | 4.17 | 5.02 | 4.74 | 1.77 |
Data as of 07/01/2025, AR inception is 05/31/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSIIX (JPMORGAN SMARTRETIREMENT INCOME FUND INSTITUTIONAL CLASS) |
-3.89%
Oct 2020 - Oct 2023 |
-0.65%
Sep 2017 - Sep 2022 |
1.98%
Oct 2013 - Oct 2023 |
2.98%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSIIX (JPMORGAN SMARTRETIREMENT INCOME FUND INSTITUTIONAL CLASS) |
15.59%
Feb 2009 - Feb 2012 |
12.07%
Feb 2009 - Feb 2014 |
7.83%
Feb 2009 - Feb 2019 |
5.83%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart