Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JSIIX (JPMORGAN SMARTRETIREMENT INCOME FUND INSTITUTIONAL CLASS) | 4.80% | 13.11% | 10.57% | 4.55% | 5.84% | 5.47% | 5.41% | … | … |
Data as of 06/04/2026, Common starting date is 05/31/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JSIIX (JPMORGAN SMARTRETIREMENT INCOME FUND INSTITUTIONAL CLASS) | 05/31/2006 | 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 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.12 | 13.11 | 10.57 | 4.55 | 5.84 | 5.47 | 5.41 | … | … | 4.80 | 12.28 | 4.39 | 15.95 | -14.01 | 6.05 | 9.99 | 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 | 1.86 | 1.03 | 0.27 | 0.60 | NA | NA | … | … | 1.28 | 1.32 | 0.11 | 1.72 | -1.54 | 1.21 | 0.85 | 3.62 | -1.06 | 2.82 | 0.91 | -0.19 | 1.21 | 1.70 | 2.11 | 0.13 | 1.68 | 2.13 | -1.42 | 0.38 | 2.45 |
| Standard Deviation(%) | NA | 6.01 | 7.39 | 7.66 | 7.15 | NA | NA | … | … | 7.51 | 7.18 | 7.23 | 7.22 | 10.08 | 4.99 | 11.47 | 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 | 5.13 | 6.52 | 18.42 | 18.42 | NA | NA | … | … | 5.13 | 6.51 | 4.64 | 6.42 | 18.08 | 2.51 | 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 | 5.06 | 4.43 | 4.80 | 5.63 | 5.09 | 5.00 | … | … | 0.00 | 5.27 | 4.10 | 3.65 | 3.76 | 10.76 | 4.97 | 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 06/04/2026, Common starting date 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) |
-0.42%
Sep 2019 – Sep 2022 |
1.47%
Sep 2017 – Sep 2022 |
3.23%
Oct 2013 – Oct 2023 |
3.71%
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 |
6.69%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart