Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMTCX (JPMORGAN SMARTRETIREMENT 2040 FUND CLASS C) | 5.47% | 16.61% | 14.24% | 1.74% | 6.45% | 6.63% | 5.94% | … | … |
Data as of 06/05/2026, Common starting date is 05/31/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMTCX (JPMORGAN SMARTRETIREMENT 2040 FUND CLASS C) | 05/31/2006 | 06/05/2026 |
| 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 (%) | -2.03 | 16.61 | 14.24 | 1.74 | 6.45 | 6.63 | 5.94 | … | … | 5.47 | 15.61 | 10.50 | 19.59 | -24.77 | -0.43 | 11.57 | 23.12 | -10.28 | 20.81 | 5.82 | -2.49 | 6.92 | 21.98 | 17.23 | -5.68 | 15.87 | 32.59 | -35.16 | 5.51 | 13.09 |
| Sharpe Ratio | NA | 1.34 | 0.94 | -0.05 | 0.31 | NA | NA | … | … | 0.85 | 0.95 | 0.68 | 1.51 | -1.23 | -0.03 | 0.40 | 2.31 | -0.89 | 3.07 | 0.44 | -0.19 | 0.67 | 2.09 | 1.40 | -0.25 | 0.90 | 1.27 | -1.03 | 0.16 | 2.02 |
| Standard Deviation(%) | NA | 10.39 | 11.65 | 15.21 | 15.42 | NA | NA | … | … | 12.66 | 13.41 | 10.08 | 10.67 | 21.46 | 17.23 | 27.93 | 9.36 | 13.10 | 6.59 | 12.81 | 13.10 | 10.27 | 10.51 | 12.39 | 22.47 | 17.48 | 25.55 | 34.95 | 15.12 | 9.79 |
| Draw Down(%) | NA | 8.10 | 13.34 | 35.80 | 35.80 | NA | NA | … | … | 8.10 | 13.34 | 6.05 | 9.83 | 25.84 | 16.96 | 31.54 | 5.26 | 18.98 | 1.95 | 11.96 | 12.28 | 7.96 | 8.16 | 11.00 | 21.96 | 13.39 | 24.04 | 46.84 | 9.84 | 5.58 |
| Yield(%) | 0.00 | 5.50 | 4.31 | 2.37 | 4.26 | 4.51 | 4.21 | … | … | 0.00 | 5.76 | 4.61 | 1.44 | 0.80 | 2.25 | 2.20 | 12.16 | 4.54 | 4.03 | 2.32 | 2.60 | 3.84 | 3.93 | 1.54 | 1.23 | 1.24 | 2.06 | 4.46 | 4.60 | 2.10 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| SMTCX (JPMORGAN SMARTRETIREMENT 2040 FUND CLASS C) |
-7.09%
Jun 2007 – Jun 2010 |
-1.59%
Dec 2017 – Dec 2022 |
2.86%
Oct 2013 – Oct 2023 |
3.26%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMTCX (JPMORGAN SMARTRETIREMENT 2040 FUND CLASS C) |
24.07%
Feb 2009 – Feb 2012 |
20.00%
Feb 2009 – Feb 2014 |
12.46%
Feb 2009 – Feb 2019 |
9.15%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart