Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JTSQX (JP Morgan SmartRetirement 2050 Fund R4) | 9.56% | 22.49% | 17.63% | 8.61% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/15/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JTSQX (JP Morgan SmartRetirement 2050 Fund R4) | 09/15/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.33 | 22.49 | 17.63 | 8.61 | NA | NA | NA | … | … | 9.56 | 15.42 | 12.27 | 22.40 | -18.60 | 17.58 | 15.33 | 24.71 | -9.90 | 21.86 | -0.49 |
| Sharpe Ratio | NA | 1.78 | 1.12 | 0.42 | NA | NA | NA | … | … | 1.54 | 0.81 | 0.76 | 1.59 | -0.96 | 1.41 | 0.50 | 2.32 | -0.84 | 3.19 | -0.21 |
| Standard Deviation(%) | NA | 11.53 | 13.15 | 14.85 | NA | NA | NA | … | … | 14.07 | 15.81 | 11.32 | 11.86 | 20.89 | 12.49 | 30.18 | 10.00 | 13.53 | 6.67 | 9.00 |
| Draw Down(%) | NA | 9.11 | 15.17 | 25.81 | NA | NA | NA | … | … | 9.11 | 15.17 | 7.16 | 10.40 | 25.81 | 5.34 | 33.26 | 5.62 | 18.94 | 2.07 | 4.59 |
| Yield(%) | 0.00 | 5.52 | 3.99 | 6.06 | 6.90 | 4.60 | 3.45 | … | … | 0.00 | 5.83 | 2.93 | 1.93 | 7.95 | 16.50 | 4.91 | 11.09 | 4.34 | 4.55 | 0.00 |
Data as of 06/04/2026, Common starting date is 09/15/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JTSQX (JP Morgan SmartRetirement 2050 Fund R4) |
0.50%
Mar 2017 – Mar 2020 |
3.76%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JTSQX (JP Morgan SmartRetirement 2050 Fund R4) |
19.82%
Sep 2022 – Sep 2025 |
13.92%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart