Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JTSCX (JPMORGAN SMARTRETIREMENT 2050 FUND CLASS C) | 9.21% | 21.57% | 16.75% | 3.23% | 7.34% | 7.22% | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/03/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JTSCX (JPMORGAN SMARTRETIREMENT 2050 FUND CLASS C) | 08/03/2007 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.34 | 21.57 | 16.75 | 3.23 | 7.34 | 7.22 | NA | … | … | 9.21 | 14.42 | 10.13 | 20.64 | -25.82 | 2.34 | 11.01 | 23.79 | -10.56 | 21.02 | 5.78 | -2.41 | 5.29 | 23.65 | 17.30 | -5.65 | 16.03 | 32.77 | -34.17 | 3.70 |
| Sharpe Ratio | NA | 1.70 | 1.05 | 0.05 | 0.35 | NA | NA | … | … | 1.47 | 0.74 | 0.31 | 1.40 | -1.17 | 0.14 | 0.36 | 2.25 | -0.88 | 3.07 | 0.44 | -0.19 | 0.50 | 2.22 | 1.41 | -0.25 | 0.91 | 1.29 | -1.01 | 0.37 |
| Standard Deviation(%) | NA | 11.55 | 13.11 | 16.42 | 16.55 | NA | NA | … | … | 14.13 | 15.82 | 11.35 | 11.80 | 23.40 | 17.11 | 30.21 | 9.97 | 13.57 | 6.66 | 12.75 | 13.10 | 10.49 | 10.62 | 12.35 | 22.47 | 17.60 | 25.29 | 34.53 | 18.52 |
| Draw Down(%) | NA | 9.18 | 15.25 | 36.01 | 36.01 | NA | NA | … | … | 9.18 | 15.25 | 7.17 | 10.59 | 27.02 | 16.27 | 33.27 | 5.65 | 19.46 | 1.96 | 11.96 | 12.14 | 7.95 | 8.15 | 10.92 | 21.99 | 13.31 | 23.76 | 45.96 | 8.24 |
| Yield(%) | 0.00 | 4.86 | 3.18 | 1.93 | 3.63 | 4.01 | 3.35 | … | … | 0.00 | 5.12 | 2.15 | 1.11 | 0.70 | 2.49 | 1.14 | 10.45 | 3.70 | 3.74 | 2.39 | 2.47 | 3.62 | 4.68 | 1.63 | 1.56 | 3.12 | 1.84 | 1.63 | 2.27 |
Data as of 06/04/2026, Common starting date is 08/03/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JTSCX (JPMORGAN SMARTRETIREMENT 2050 FUND CLASS C) |
-5.54%
Dec 2019 – Dec 2022 |
-1.38%
Dec 2017 – Dec 2022 |
3.05%
Oct 2013 – Oct 2023 |
3.49%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JTSCX (JPMORGAN SMARTRETIREMENT 2050 FUND CLASS C) |
24.13%
Feb 2009 – Feb 2012 |
20.03%
Feb 2009 – Feb 2014 |
12.49%
Feb 2009 – Feb 2019 |
9.38%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart