Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JTSIX (JPMORGAN SMARTRETIREMENT 2050 FUND INSTITUTIONAL CLASS) | 9.61% | 22.66% | 17.80% | 8.77% | 11.01% | 9.98% | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/06/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JTSIX (JPMORGAN SMARTRETIREMENT 2050 FUND INSTITUTIONAL CLASS) | 08/06/2007 | 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 (%) | 0.32 | 22.66 | 17.80 | 8.77 | 11.01 | 9.98 | NA | … | … | 9.61 | 18.03 | 12.30 | 22.74 | -18.46 | 17.69 | 15.54 | 24.90 | -9.77 | 22.08 | 6.74 | -1.56 | 6.05 | 25.03 | 18.37 | -4.79 | 16.98 | 33.95 | -33.53 | 2.26 |
| Sharpe Ratio | NA | 1.80 | 1.13 | 0.43 | 0.60 | NA | NA | … | … | 1.56 | 0.99 | 0.76 | 1.62 | -0.96 | 1.42 | 0.50 | 2.35 | -0.83 | 3.22 | 0.51 | -0.12 | 0.57 | 2.34 | 1.50 | -0.21 | 0.96 | 1.33 | -0.99 | 0.17 |
| Standard Deviation(%) | NA | 11.53 | 13.17 | 14.86 | 15.79 | NA | NA | … | … | 14.08 | 15.40 | 11.39 | 11.86 | 20.89 | 12.46 | 30.20 | 9.95 | 13.55 | 6.68 | 12.74 | 13.09 | 10.53 | 10.68 | 12.32 | 22.49 | 17.58 | 25.39 | 34.57 | 18.34 |
| Draw Down(%) | NA | 9.09 | 15.16 | 25.75 | 33.26 | NA | NA | … | … | 9.09 | 15.16 | 7.16 | 10.39 | 25.75 | 5.28 | 33.26 | 5.60 | 18.83 | 1.93 | 11.86 | 11.85 | 7.83 | 8.08 | 10.79 | 21.71 | 13.20 | 23.61 | 45.53 | 8.11 |
| Yield(%) | 0.00 | 5.62 | 4.13 | 6.15 | 7.47 | 7.49 | 5.96 | … | … | 0.00 | 5.93 | 3.09 | 2.09 | 7.99 | 16.66 | 5.03 | 11.21 | 4.43 | 4.63 | 3.25 | 3.08 | 4.46 | 5.56 | 2.52 | 2.31 | 3.87 | 2.65 | 2.28 | 2.60 |
Data as of 06/04/2026, Common starting date is 08/06/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JTSIX (JPMORGAN SMARTRETIREMENT 2050 FUND INSTITUTIONAL CLASS) |
-2.23%
Sep 2007 – Sep 2010 |
1.54%
Oct 2007 – Oct 2012 |
6.34%
Oct 2007 – Oct 2017 |
5.54%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JTSIX (JPMORGAN SMARTRETIREMENT 2050 FUND INSTITUTIONAL CLASS) |
25.21%
Feb 2009 – Feb 2012 |
21.09%
Feb 2009 – Feb 2014 |
13.49%
Feb 2009 – Feb 2019 |
12.19%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart