Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JSRSX (JPMORGAN SMARTRETIREMENT INCOME FUND SELECT CLASS) | 4.75% | 12.96% | 10.43% | 2.39% | 4.45% | 4.50% | 4.64% | … | … |
Data as of 06/04/2026, Common starting date is 05/31/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JSRSX (JPMORGAN SMARTRETIREMENT INCOME 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 (%) | 0.12 | 12.96 | 10.43 | 2.39 | 4.45 | 4.50 | 4.64 | … | … | 4.75 | 12.12 | 4.37 | 15.67 | -15.51 | -2.36 | 7.28 | 14.13 | -4.63 | 11.03 | 5.05 | -1.09 | 4.98 | 7.76 | 10.15 | 0.97 | 11.22 | 21.37 | -17.05 | 4.97 | 6.71 |
| Sharpe Ratio | NA | 1.84 | 1.01 | -0.01 | 0.38 | NA | NA | … | … | 1.27 | 1.28 | 0.11 | 1.69 | -1.65 | -0.26 | 0.60 | 3.57 | -1.08 | 2.74 | 0.88 | -0.20 | 1.17 | 1.67 | 2.07 | 0.11 | 1.67 | 2.10 | -1.42 | 0.34 | 2.43 |
| Standard Deviation(%) | NA | 5.99 | 7.35 | 8.43 | 7.59 | NA | NA | … | … | 7.48 | 7.23 | 7.11 | 7.17 | 10.28 | 9.17 | 11.63 | 3.55 | 5.60 | 3.80 | 5.51 | 5.61 | 4.24 | 4.64 | 4.91 | 8.60 | 6.68 | 10.12 | 12.66 | 5.41 | 3.36 |
| Draw Down(%) | NA | 5.14 | 6.57 | 24.95 | 24.95 | NA | NA | … | … | 5.14 | 6.53 | 4.59 | 6.50 | 18.18 | 9.79 | 17.03 | 1.42 | 8.75 | 1.85 | 4.84 | 6.05 | 3.43 | 5.24 | 4.15 | 8.53 | 4.73 | 10.35 | 24.01 | 4.08 | 1.66 |
| Yield(%) | 0.00 | 4.96 | 4.30 | 2.87 | 4.35 | 4.11 | 4.18 | … | … | 0.00 | 5.16 | 3.93 | 3.51 | 2.26 | 2.49 | 2.41 | 14.94 | 5.37 | 3.88 | 2.33 | 2.45 | 2.75 | 2.91 | 2.62 | 2.95 | 2.92 | 4.00 | 4.89 | 4.60 | 1.72 |
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 |
|---|---|---|---|---|
| JSRSX (JPMORGAN SMARTRETIREMENT INCOME FUND SELECT CLASS) |
-4.00%
Oct 2020 – Oct 2023 |
-0.75%
Sep 2017 – Sep 2022 |
1.87%
Oct 2013 – Oct 2023 |
2.85%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSRSX (JPMORGAN SMARTRETIREMENT INCOME FUND SELECT CLASS) |
15.41%
Feb 2009 – Feb 2012 |
11.89%
Feb 2009 – Feb 2014 |
7.68%
Feb 2009 – Feb 2019 |
5.69%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart