Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JSRAX (JPMORGAN SMARTRETIREMENT INCOME FUND CLASS A) | 4.46% | 13.03% | 10.21% | 2.29% | 4.32% | 4.33% | 4.49% | … | … |
Data as of 06/03/2026, Common starting date is 05/31/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JSRAX (JPMORGAN SMARTRETIREMENT INCOME FUND CLASS A) | 05/31/2006 | 06/03/2026 |
| 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 (%) | 0.18 | 13.03 | 10.21 | 2.29 | 4.32 | 4.33 | 4.49 | … | … | 4.46 | 12.03 | 4.35 | 15.34 | -15.56 | -2.53 | 7.17 | 13.97 | -4.70 | 10.88 | 4.97 | -1.24 | 4.94 | 7.62 | 9.99 | 0.90 | 11.14 | 21.08 | -17.23 | 4.79 | 6.55 |
| Sharpe Ratio | NA | 1.80 | 1.00 | -0.02 | 0.36 | NA | NA | … | … | 1.24 | 1.28 | 0.10 | 1.66 | -1.66 | -0.28 | 0.60 | 3.55 | -1.08 | 2.75 | 0.87 | -0.23 | 1.15 | 1.62 | 2.04 | 0.10 | 1.64 | 2.08 | -1.43 | 0.31 | 2.34 |
| Standard Deviation(%) | NA | 6.04 | 7.30 | 8.41 | 7.57 | NA | NA | … | … | 7.56 | 7.17 | 7.08 | 7.08 | 10.29 | 9.20 | 11.58 | 3.52 | 5.65 | 3.74 | 5.47 | 5.57 | 4.30 | 4.68 | 4.90 | 8.68 | 6.74 | 10.09 | 12.66 | 5.38 | 3.37 |
| Draw Down(%) | NA | 5.16 | 6.63 | 25.04 | 25.04 | NA | NA | … | … | 5.16 | 6.55 | 4.47 | 6.53 | 18.23 | 9.81 | 17.01 | 1.37 | 8.85 | 1.80 | 4.85 | 6.09 | 3.45 | 5.25 | 4.22 | 8.56 | 4.67 | 10.28 | 24.19 | 4.02 | 1.73 |
| Yield(%) | 0.00 | 4.87 | 4.18 | 2.79 | 4.26 | 3.99 | 4.06 | … | … | 0.00 | 5.04 | 3.84 | 3.38 | 2.14 | 2.38 | 2.30 | 14.84 | 5.26 | 3.78 | 2.24 | 2.36 | 2.65 | 2.82 | 2.52 | 2.88 | 2.84 | 3.82 | 4.69 | 4.43 | 1.56 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| JSRAX (JPMORGAN SMARTRETIREMENT INCOME FUND CLASS A) |
-4.12%
Oct 2020 – Oct 2023 |
-0.88%
Sep 2017 – Sep 2022 |
1.75%
Oct 2013 – Oct 2023 |
2.72%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSRAX (JPMORGAN SMARTRETIREMENT INCOME FUND CLASS A) |
15.27%
Feb 2009 – Feb 2012 |
11.77%
Feb 2009 – Feb 2014 |
7.56%
Feb 2009 – Feb 2019 |
5.57%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart