Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JSMZX (JPMORGAN SMARTRETIREMENT 2030 FUND CLASS R2) | 5.93% | 15.48% | 12.23% | 2.10% | 5.69% | 6.11% | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/14/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JSMZX (JPMORGAN SMARTRETIREMENT 2030 FUND CLASS R2) | 11/14/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.19 | 15.48 | 12.23 | 2.10 | 5.69 | 6.11 | NA | … | … | 5.93 | 11.29 | 1.79 | 17.41 | -21.65 | 0.42 | 9.28 | 19.85 | -8.12 | 18.17 | 5.34 | -1.78 | 5.62 | 21.05 | 16.69 | -4.51 | 16.17 | 32.14 | 0.70 |
| Sharpe Ratio | NA | 1.75 | 1.02 | -0.03 | 0.35 | NA | NA | … | … | 1.30 | 0.84 | -0.53 | 1.54 | -1.42 | 0.03 | 0.43 | 2.61 | -0.89 | 3.18 | 0.48 | -0.16 | 0.61 | 2.21 | 1.53 | -0.22 | 0.99 | 1.32 | 0.12 |
| Standard Deviation(%) | NA | 7.75 | 9.07 | 11.40 | 11.66 | NA | NA | … | … | 9.59 | 10.27 | 8.98 | 8.63 | 16.32 | 11.79 | 20.76 | 7.08 | 10.59 | 5.53 | 10.59 | 11.18 | 9.15 | 9.51 | 11.00 | 20.43 | 16.19 | 24.22 | 49.49 |
| Draw Down(%) | NA | 6.51 | 9.61 | 29.75 | 29.75 | NA | NA | … | … | 6.51 | 9.58 | 7.91 | 8.35 | 22.68 | 11.76 | 25.44 | 3.68 | 15.57 | 1.59 | 9.97 | 10.52 | 6.77 | 7.66 | 9.74 | 20.08 | 12.14 | 22.81 | 11.44 |
| Yield(%) | 0.00 | 5.59 | 4.70 | 2.76 | 4.70 | 4.90 | 5.85 | … | … | 0.00 | 5.83 | 5.27 | 2.34 | 1.38 | 2.16 | 1.48 | 17.02 | 4.85 | 4.26 | 2.32 | 2.75 | 4.11 | 4.18 | 2.08 | 1.80 | 1.95 | 2.39 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/14/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSMZX (JPMORGAN SMARTRETIREMENT 2030 FUND CLASS R2) |
-4.91%
Dec 2019 – Dec 2022 |
-1.09%
Dec 2017 – Dec 2022 |
2.76%
Oct 2013 – Oct 2023 |
5.52%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSMZX (JPMORGAN SMARTRETIREMENT 2030 FUND CLASS R2) |
23.82%
Feb 2009 – Feb 2012 |
19.42%
Feb 2009 – Feb 2014 |
12.08%
Feb 2009 – Feb 2019 |
8.72%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart