Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMTAX (JPMORGAN SMARTRETIREMENT 2040 FUND CLASS A) | 7.68% | 19.63% | 15.59% | 2.94% | 7.26% | 7.30% | 6.64% | … | … |
Data as of 06/03/2026, Common starting date is 05/31/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMTAX (JPMORGAN SMARTRETIREMENT 2040 FUND CLASS A) | 05/31/2006 | 06/03/2026 |
| 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 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.28 | 19.63 | 15.59 | 2.94 | 7.26 | 7.30 | 6.64 | … | … | 7.68 | 16.29 | 10.57 | 20.82 | -24.14 | 0.53 | 10.98 | 23.82 | -9.74 | 21.56 | 6.53 | -1.89 | 7.63 | 22.77 | 17.95 | -5.05 | 16.58 | 33.33 | -34.82 | 6.03 | 13.33 |
| Sharpe Ratio | NA | 1.76 | 1.10 | 0.03 | 0.37 | NA | NA | … | … | 1.45 | 1.01 | 0.68 | 1.60 | -1.20 | 0.03 | 0.38 | 2.40 | -0.85 | 3.19 | 0.50 | -0.15 | 0.74 | 2.15 | 1.46 | -0.23 | 0.94 | 1.30 | -1.02 | 0.19 | 2.06 |
| Standard Deviation(%) | NA | 10.09 | 11.65 | 15.13 | 15.40 | NA | NA | … | … | 12.35 | 13.39 | 10.21 | 10.80 | 21.33 | 17.28 | 27.90 | 9.33 | 13.13 | 6.58 | 12.74 | 13.13 | 10.23 | 10.55 | 12.34 | 22.46 | 17.47 | 25.47 | 34.92 | 15.13 | 9.83 |
| Draw Down(%) | NA | 8.05 | 13.22 | 35.01 | 35.01 | NA | NA | … | … | 8.05 | 13.22 | 6.04 | 9.74 | 25.25 | 16.64 | 31.50 | 5.19 | 18.56 | 1.93 | 11.88 | 12.05 | 7.89 | 8.09 | 10.86 | 21.78 | 13.26 | 23.97 | 46.58 | 9.78 | 5.57 |
| Yield(%) | 0.00 | 5.87 | 4.81 | 2.74 | 4.69 | 5.02 | 4.78 | … | … | 0.00 | 6.16 | 5.10 | 2.03 | 1.23 | 2.58 | 1.55 | 12.62 | 5.01 | 4.69 | 2.95 | 2.96 | 4.45 | 4.55 | 2.20 | 1.76 | 1.80 | 2.45 | 4.76 | 4.99 | 2.40 |
Data as of 06/03/2026, Common starting date is 05/31/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMTAX (JPMORGAN SMARTRETIREMENT 2040 FUND CLASS A) |
-6.58%
Jun 2007 – Jun 2010 |
-1.11%
Dec 2017 – Dec 2022 |
3.43%
Oct 2013 – Oct 2023 |
3.83%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMTAX (JPMORGAN SMARTRETIREMENT 2040 FUND CLASS A) |
24.84%
Feb 2009 – Feb 2012 |
20.76%
Feb 2009 – Feb 2014 |
13.17%
Feb 2009 – Feb 2019 |
9.78%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart