Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JSMSX (JPMORGAN SMARTRETIREMENT 2030 FUND SELECT CLASS) | 6.16% | 16.01% | 12.79% | 2.64% | 6.27% | 6.61% | 6.16% | … | … |
Data as of 06/04/2026, Common starting date is 05/31/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JSMSX (JPMORGAN SMARTRETIREMENT 2030 FUND SELECT 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 (%) | 0.19 | 16.01 | 12.79 | 2.64 | 6.27 | 6.61 | 6.16 | … | … | 6.16 | 14.15 | 6.88 | 18.54 | -21.20 | 1.02 | 9.76 | 20.58 | -7.62 | 18.73 | 6.01 | -1.45 | 7.51 | 19.73 | 17.10 | -4.18 | 16.79 | 32.72 | -33.77 | 6.29 | 13.39 |
| Sharpe Ratio | NA | 1.83 | 1.07 | 0.02 | 0.40 | NA | NA | … | … | 1.36 | 1.15 | 0.39 | 1.71 | -1.39 | 0.08 | 0.46 | 2.70 | -0.85 | 3.29 | 0.55 | -0.13 | 0.84 | 2.11 | 1.55 | -0.21 | 1.03 | 1.35 | -1.03 | 0.21 | 2.07 |
| Standard Deviation(%) | NA | 7.71 | 9.17 | 11.43 | 11.68 | NA | NA | … | … | 9.52 | 9.85 | 8.47 | 8.77 | 16.29 | 11.78 | 20.79 | 7.06 | 10.62 | 5.52 | 10.61 | 11.16 | 8.92 | 9.35 | 11.05 | 20.51 | 16.17 | 24.22 | 33.75 | 14.78 | 9.80 |
| Draw Down(%) | NA | 6.44 | 9.53 | 29.34 | 29.34 | NA | NA | … | … | 6.44 | 9.53 | 4.36 | 8.25 | 22.39 | 11.58 | 25.46 | 3.61 | 15.13 | 1.58 | 9.92 | 10.39 | 6.76 | 7.63 | 9.64 | 19.98 | 11.89 | 22.79 | 45.38 | 9.56 | 5.57 |
| Yield(%) | 0.00 | 6.04 | 5.20 | 3.13 | 5.20 | 5.43 | 5.13 | … | … | 0.00 | 6.32 | 5.75 | 2.88 | 1.77 | 2.66 | 1.96 | 17.49 | 5.34 | 4.76 | 2.95 | 3.05 | 4.41 | 4.49 | 2.38 | 2.04 | 2.40 | 2.83 | 4.79 | 5.07 | 2.44 |
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 |
|---|---|---|---|---|
| JSMSX (JPMORGAN SMARTRETIREMENT 2030 FUND SELECT CLASS) |
-5.79%
Jun 2007 – Jun 2010 |
-0.54%
Dec 2017 – Dec 2022 |
3.27%
Oct 2013 – Oct 2023 |
3.75%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSMSX (JPMORGAN SMARTRETIREMENT 2030 FUND SELECT CLASS) |
24.37%
Feb 2009 – Feb 2012 |
19.91%
Feb 2009 – Feb 2014 |
12.57%
Feb 2009 – Feb 2019 |
9.24%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart