Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JTSZX (JPMORGAN SMARTRETIREMENT 2050 FUND CLASS R2) | 9.35% | 21.90% | 17.05% | 3.55% | 7.62% | 7.55% | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/14/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JTSZX (JPMORGAN SMARTRETIREMENT 2050 FUND CLASS R2) | 11/14/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.33 | 21.90 | 17.05 | 3.55 | 7.62 | 7.55 | NA | … | … | 9.35 | 17.26 | 12.22 | 21.24 | -25.53 | 2.77 | 11.29 | 24.08 | -10.32 | 21.27 | 6.03 | -2.05 | 5.69 | 24.20 | 17.80 | -5.30 | 16.79 | 33.07 | 5.14 |
| Sharpe Ratio | NA | 1.73 | 1.08 | 0.07 | 0.36 | NA | NA | … | … | 1.50 | 0.94 | 0.76 | 1.50 | -1.16 | 0.16 | 0.36 | 2.27 | -0.87 | 3.11 | 0.46 | -0.16 | 0.54 | 2.27 | 1.44 | -0.24 | 0.95 | 1.30 | 1.01 |
| Standard Deviation(%) | NA | 11.53 | 13.11 | 16.40 | 16.55 | NA | NA | … | … | 14.08 | 15.40 | 11.26 | 11.83 | 23.40 | 16.99 | 30.25 | 9.97 | 13.56 | 6.65 | 12.73 | 13.13 | 10.50 | 10.67 | 12.41 | 22.48 | 17.59 | 25.28 | 49.60 |
| Draw Down(%) | NA | 9.15 | 15.23 | 35.63 | 35.63 | NA | NA | … | … | 9.15 | 15.23 | 7.19 | 10.53 | 26.76 | 16.09 | 33.27 | 5.66 | 19.31 | 1.95 | 11.90 | 12.00 | 7.89 | 8.13 | 10.90 | 21.86 | 13.04 | 23.58 | 11.93 |
| Yield(%) | 0.00 | 5.08 | 3.44 | 2.09 | 3.82 | 4.31 | 5.50 | … | … | 0.00 | 5.35 | 2.37 | 1.39 | 0.90 | 2.53 | 1.20 | 10.59 | 3.84 | 4.01 | 2.59 | 2.67 | 4.03 | 5.09 | 2.06 | 1.89 | 3.73 | 2.03 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/14/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JTSZX (JPMORGAN SMARTRETIREMENT 2050 FUND CLASS R2) |
-5.21%
Dec 2019 – Dec 2022 |
-1.07%
Dec 2017 – Dec 2022 |
3.37%
Oct 2013 – Oct 2023 |
6.53%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JTSZX (JPMORGAN SMARTRETIREMENT 2050 FUND CLASS R2) |
24.70%
Feb 2009 – Feb 2012 |
20.55%
Feb 2009 – Feb 2014 |
12.90%
Feb 2009 – Feb 2019 |
9.75%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart