Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JTSYX (JPMORGAN SMARTRETIREMENT 2050 FUND CLASS R6) | 9.65% | 22.79% | 17.91% | 4.42% | 8.49% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/04/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JTSYX (JPMORGAN SMARTRETIREMENT 2050 FUND CLASS R6) | 11/04/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.36 | 22.79 | 17.91 | 4.42 | 8.49 | NA | NA | … | … | 9.65 | 18.17 | 12.35 | 22.97 | -24.81 | 3.75 | 12.17 | 25.00 | -9.63 | 22.14 | 6.82 | -1.48 | 1.57 |
| Sharpe Ratio | NA | 1.81 | 1.14 | 0.12 | 0.42 | NA | NA | … | … | 1.55 | 1.00 | 0.76 | 1.64 | -1.13 | 0.22 | 0.39 | 2.36 | -0.81 | 3.22 | 0.52 | -0.12 | 1.05 |
| Standard Deviation(%) | NA | 11.52 | 13.17 | 16.35 | 16.52 | NA | NA | … | … | 14.09 | 15.38 | 11.42 | 11.85 | 23.27 | 16.83 | 30.19 | 9.99 | 13.57 | 6.69 | 12.82 | 13.09 | 10.07 |
| Draw Down(%) | NA | 9.12 | 15.11 | 34.79 | 34.79 | NA | NA | … | … | 9.12 | 15.11 | 7.15 | 10.34 | 26.03 | 15.87 | 33.24 | 5.60 | 18.76 | 2.07 | 11.86 | 11.84 | 4.64 |
| Yield(%) | 0.00 | 5.71 | 4.24 | 2.62 | 4.59 | 3.36 | 2.52 | … | … | 0.00 | 6.03 | 3.19 | 2.20 | 1.47 | 3.06 | 1.79 | 11.31 | 4.53 | 4.75 | 3.34 | 3.10 | 3.34 |
Data as of 06/04/2026, Common starting date is 11/04/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JTSYX (JPMORGAN SMARTRETIREMENT 2050 FUND CLASS R6) |
-4.35%
Dec 2019 – Dec 2022 |
-0.23%
Dec 2017 – Dec 2022 |
5.34%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JTSYX (JPMORGAN SMARTRETIREMENT 2050 FUND CLASS R6) |
18.65%
May 2023 – May 2026 |
13.02%
Oct 2016 – Oct 2021 |
8.93%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart