Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JSIPX (JPMORGAN SMARTRETIREMENT INCOME FUND CLASS R3) | 4.41% | 12.85% | 10.03% | 4.16% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 09/15/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JSIPX (JPMORGAN SMARTRETIREMENT INCOME FUND CLASS R3) | 09/15/2016 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.18 | 12.85 | 10.03 | 4.16 | NA | NA | NA | … | … | 4.41 | 10.67 | 4.40 | 14.93 | -14.32 | 5.69 | 9.51 | 13.78 | -4.93 | 10.22 | -1.14 |
| Sharpe Ratio | NA | 1.77 | 0.98 | 0.22 | NA | NA | NA | … | … | 1.23 | 1.08 | 0.11 | 1.62 | -1.58 | 1.13 | 0.81 | 3.50 | -1.13 | 3.17 | -0.94 |
| Standard Deviation(%) | NA | 6.02 | 7.27 | 7.57 | NA | NA | NA | … | … | 7.55 | 7.40 | 6.98 | 7.03 | 10.00 | 4.99 | 11.45 | 3.52 | 5.61 | 3.03 | 4.35 |
| Draw Down(%) | NA | 5.17 | 6.68 | 18.74 | NA | NA | NA | … | … | 5.17 | 6.56 | 4.30 | 6.55 | 18.38 | 2.53 | 17.03 | 1.37 | 8.98 | 1.17 | 2.70 |
| Yield(%) | 0.00 | 4.73 | 3.99 | 4.47 | 5.01 | 3.34 | 2.51 | … | … | 0.00 | 4.90 | 3.61 | 3.17 | 3.25 | 10.45 | 4.61 | 14.72 | 5.12 | 3.38 | 0.00 |
Data as of 06/03/2026, Common starting date is 09/15/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSIPX (JPMORGAN SMARTRETIREMENT INCOME FUND CLASS R3) |
-0.79%
Sep 2019 – Sep 2022 |
1.07%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSIPX (JPMORGAN SMARTRETIREMENT INCOME FUND CLASS R3) |
11.28%
Sep 2022 – Sep 2025 |
6.65%
Dec 2016 – Dec 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart