Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JSMIX (JPMORGAN SMARTRETIREMENT 2030 FUND INSTITUTIONAL CLASS) | 4.33% | 14.36% | 12.29% | 5.47% | 8.05% | 7.86% | 7.12% | … | … |
Data as of 06/05/2026, Common starting date is 05/31/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JSMIX (JPMORGAN SMARTRETIREMENT 2030 FUND INSTITUTIONAL CLASS) | 05/31/2006 | 06/05/2026 |
| 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 (%) | -1.71 | 14.36 | 12.29 | 5.47 | 8.05 | 7.86 | 7.12 | … | … | 4.33 | 14.31 | 6.87 | 18.92 | -16.62 | 10.85 | 12.58 | 20.79 | -7.54 | 18.89 | 6.15 | -1.31 | 7.70 | 19.95 | 17.24 | -4.03 | 16.88 | 32.99 | -33.69 | 6.42 | 13.42 |
| Sharpe Ratio | NA | 1.85 | 1.08 | 0.33 | 0.60 | NA | NA | … | … | 1.38 | 1.16 | 0.38 | 1.75 | -1.22 | 1.30 | 0.59 | 2.72 | -0.85 | 3.30 | 0.56 | -0.12 | 0.86 | 2.13 | 1.57 | -0.20 | 1.04 | 1.36 | -1.02 | 0.22 | 2.09 |
| Standard Deviation(%) | NA | 7.74 | 9.23 | 10.39 | 11.18 | NA | NA | … | … | 9.57 | 9.86 | 8.58 | 8.80 | 14.80 | 8.35 | 20.76 | 7.09 | 10.56 | 5.54 | 10.61 | 11.14 | 8.92 | 9.35 | 11.04 | 20.43 | 16.21 | 24.21 | 33.72 | 14.88 | 9.76 |
| Draw Down(%) | NA | 6.46 | 9.50 | 22.44 | 25.44 | NA | NA | … | … | 6.46 | 9.50 | 4.56 | 8.21 | 22.26 | 3.94 | 25.44 | 3.65 | 15.01 | 1.57 | 9.95 | 10.29 | 6.76 | 7.61 | 9.63 | 19.89 | 11.94 | 22.84 | 45.31 | 9.56 | 5.57 |
| Yield(%) | 0.00 | 6.18 | 5.37 | 5.85 | 7.14 | 7.06 | 6.45 | … | … | 0.00 | 6.45 | 5.92 | 3.06 | 6.45 | 12.28 | 4.64 | 17.59 | 5.44 | 4.89 | 3.10 | 3.19 | 4.55 | 4.64 | 2.54 | 2.19 | 2.50 | 3.00 | 4.87 | 5.19 | 2.48 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| JSMIX (JPMORGAN SMARTRETIREMENT 2030 FUND INSTITUTIONAL CLASS) |
-5.65%
Jun 2007 – Jun 2010 |
0.08%
May 2007 – May 2012 |
5.20%
May 2007 – May 2017 |
4.70%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSMIX (JPMORGAN SMARTRETIREMENT 2030 FUND INSTITUTIONAL CLASS) |
24.54%
Feb 2009 – Feb 2012 |
20.10%
Feb 2009 – Feb 2014 |
12.74%
Feb 2009 – Feb 2019 |
10.64%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart