Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JSIZX (JPMORGAN SMARTRETIREMENT INCOME FUND CLASS R2) | 6.23% | 8.53% | 7.42% | 2.04% | 2.92% | 4.36% | NA | 5.43% |
Data as of 07/03/2025, AR inception is 11/14/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JSIZX (JPMORGAN SMARTRETIREMENT INCOME FUND CLASS R2) | 11/14/2008 | 07/03/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.81 | 8.53 | 7.42 | 2.04 | 2.92 | 4.36 | NA | 5.43 | 6.23 | 1.06 | 14.47 | -15.94 | -2.95 | 6.70 | 13.49 | -5.14 | 10.45 | 4.27 | -1.49 | 3.46 | 10.73 | 9.88 | 1.04 | 10.83 | 20.77 | 1.49 |
| Sharpe Ratio | NA | 0.69 | 0.50 | 0.01 | 0.20 | NA | NA | 0.58 | 1.09 | -0.72 | 1.47 | -1.69 | -0.32 | 0.55 | 3.43 | -1.15 | 2.59 | 0.74 | -0.27 | 0.77 | 2.00 | 2.02 | 0.12 | 1.60 | 2.04 | 0.67 |
| Standard Deviation(%) | NA | 7.72 | 8.03 | 8.36 | 7.58 | NA | NA | 7.45 | 8.99 | 7.65 | 7.03 | 10.31 | 9.24 | 11.62 | 3.52 | 5.65 | 3.80 | 5.51 | 5.58 | 4.46 | 5.34 | 4.91 | 8.63 | 6.73 | 10.13 | 18.95 |
| Draw Down(%) | NA | 6.70 | 9.57 | 25.35 | 25.35 | NA | NA | 25.35 | 6.57 | 5.80 | 6.56 | 18.52 | 9.84 | 17.06 | 1.43 | 9.18 | 1.86 | 4.86 | 6.21 | 3.46 | 5.26 | 4.29 | 8.62 | 4.68 | 10.36 | 4.21 |
| Yield(%) | 0.00 | 3.22 | 2.80 | 2.10 | 3.55 | 4.02 | 3.79 | 4.74 | 0.00 | 3.39 | 2.95 | 1.80 | 1.95 | 1.86 | 14.39 | 4.83 | 3.35 | 1.54 | 2.12 | 2.44 | 4.68 | 2.47 | 3.01 | 2.61 | 3.54 | 0.00 |
Data as of 07/03/2025, AR inception is 11/14/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSIZX (JPMORGAN SMARTRETIREMENT INCOME FUND CLASS R2) |
-4.55%
Oct 2020 - Oct 2023 |
-1.32%
Sep 2017 - Sep 2022 |
1.53%
Oct 2013 - Oct 2023 |
3.74%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSIZX (JPMORGAN SMARTRETIREMENT INCOME FUND CLASS R2) |
15.13%
Feb 2009 - Feb 2012 |
12.05%
Feb 2009 - Feb 2014 |
7.48%
Feb 2009 - Feb 2019 |
5.36%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart