Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JSMMX (Jpmorgan Trust IV – Smartretirement 2065 Fund) | 7.30% | 19.12% | 16.57% | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 11/02/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JSMMX (Jpmorgan Trust IV – Smartretirement 2065 Fund) | 11/02/2022 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.37 | 19.12 | 16.57 | NA | NA | NA | NA | … | … | 7.30 | 17.94 | 12.59 | 19.87 | 5.40 |
| Sharpe Ratio | NA | 1.43 | 1.03 | NA | NA | NA | NA | … | … | 0.97 | 0.99 | 0.80 | 1.42 | 1.66 |
| Standard Deviation(%) | NA | 11.85 | 13.06 | NA | NA | NA | NA | … | … | 14.44 | 15.34 | 11.20 | 11.55 | 21.82 |
| Draw Down(%) | NA | 9.16 | 15.03 | NA | NA | NA | NA | … | … | 9.16 | 15.03 | 7.08 | 9.90 | 5.32 |
| Yield(%) | 0.00 | 3.75 | 3.12 | 2.35 | 1.17 | 0.78 | 0.59 | … | … | 0.00 | 3.99 | 2.51 | 2.07 | 1.22 |
Data as of 06/09/2026, Common starting date is 11/02/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSMMX (Jpmorgan Trust IV – Smartretirement 2065 Fund) |
14.54%
Mar 2023 – Mar 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSMMX (Jpmorgan Trust IV – Smartretirement 2065 Fund) |
18.40%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart