Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JSRCX (JPMORGAN SMARTRETIREMENT INCOME FUND CLASS C) | 6.79% | 9.18% | 6.81% | 1.62% | 2.81% | 3.71% | NA | 3.62% |
Data as of 07/25/2025, AR inception is 05/31/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JSRCX (JPMORGAN SMARTRETIREMENT INCOME FUND CLASS C) | 05/31/2006 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.86 | 9.18 | 6.81 | 1.62 | 2.81 | 3.71 | NA | 3.62 | 6.79 | 4.48 | 13.83 | -16.13 | -3.17 | 6.47 | 13.27 | -5.33 | 10.17 | 4.29 | -1.87 | 4.24 | 6.88 | 9.35 | 0.26 | 10.33 | 20.50 | -17.64 | 4.17 | 6.29 |
| Sharpe Ratio | NA | 0.51 | 0.48 | -0.06 | 0.16 | NA | NA | 0.33 | 0.92 | -0.32 | 1.42 | -1.70 | -0.35 | 0.53 | 3.39 | -1.18 | 2.50 | 0.74 | -0.34 | 0.99 | 1.48 | 1.90 | 0.03 | 1.53 | 2.01 | -1.46 | 0.22 | 2.26 |
| Standard Deviation(%) | NA | 7.73 | 7.93 | 8.31 | 7.55 | NA | NA | 7.46 | 8.85 | 6.70 | 6.82 | 10.33 | 9.21 | 11.64 | 3.50 | 5.65 | 3.83 | 5.51 | 5.59 | 4.26 | 4.63 | 4.92 | 8.59 | 6.68 | 10.14 | 12.66 | 5.33 | 3.35 |
| Draw Down(%) | NA | 6.82 | 9.60 | 25.51 | 25.51 | NA | NA | 26.58 | 6.62 | 3.78 | 6.71 | 18.62 | 9.92 | 17.05 | 1.43 | 9.38 | 1.86 | 4.93 | 6.37 | 3.51 | 5.32 | 4.29 | 8.65 | 4.75 | 10.37 | 24.53 | 4.11 | 1.80 |
| Yield(%) | 0.00 | 2.70 | 2.32 | 1.76 | 3.33 | 3.36 | 3.17 | 3.34 | 0.00 | 2.84 | 2.54 | 1.46 | 1.74 | 1.64 | 14.24 | 4.66 | 3.07 | 1.56 | 1.74 | 2.01 | 2.22 | 1.88 | 2.25 | 2.21 | 3.36 | 4.14 | 4.02 | 1.31 |
Data as of 07/25/2025, AR inception is 05/31/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSRCX (JPMORGAN SMARTRETIREMENT INCOME FUND CLASS C) |
-4.76%
Oct 2020 - Oct 2023 |
-1.52%
Sep 2017 - Sep 2022 |
1.09%
Oct 2013 - Oct 2023 |
2.07%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSRCX (JPMORGAN SMARTRETIREMENT INCOME FUND CLASS C) |
14.53%
Feb 2009 - Feb 2012 |
11.06%
Feb 2009 - Feb 2014 |
6.88%
Feb 2009 - Feb 2019 |
4.89%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart