Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMTIX (JPMORGAN SMARTRETIREMENT 2040 FUND INSTITUTIONAL CLASS) | 8.23% | 20.11% | 16.12% | 7.81% | 10.29% | 9.51% | 8.31% | … | … |
Data as of 06/04/2026, Common starting date is 05/31/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMTIX (JPMORGAN SMARTRETIREMENT 2040 FUND INSTITUTIONAL CLASS) | 05/31/2006 | 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 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.27 | 20.11 | 16.12 | 7.81 | 10.29 | 9.51 | 8.31 | … | … | 8.23 | 16.73 | 10.58 | 21.65 | -17.88 | 15.93 | 15.06 | 24.19 | -9.47 | 21.82 | 6.80 | -1.65 | 7.90 | 23.02 | 18.30 | -4.80 | 16.86 | 33.86 | -34.59 | 6.51 | 13.50 |
| Sharpe Ratio | NA | 1.81 | 1.13 | 0.40 | 0.60 | NA | NA | … | … | 1.48 | 1.04 | 0.68 | 1.68 | -1.02 | 1.40 | 0.53 | 2.44 | -0.83 | 3.23 | 0.51 | -0.13 | 0.77 | 2.17 | 1.49 | -0.22 | 0.96 | 1.33 | -1.02 | 0.22 | 2.09 |
| Standard Deviation(%) | NA | 10.06 | 11.68 | 13.36 | 14.51 | NA | NA | … | … | 12.32 | 13.38 | 10.26 | 10.83 | 19.07 | 11.34 | 27.81 | 9.33 | 13.10 | 6.59 | 12.78 | 13.14 | 10.27 | 10.60 | 12.39 | 22.42 | 17.43 | 25.46 | 34.89 | 15.10 | 9.80 |
| Draw Down(%) | NA | 8.05 | 13.22 | 24.71 | 31.47 | NA | NA | … | … | 8.05 | 13.22 | 6.02 | 9.64 | 24.71 | 4.88 | 31.47 | 5.20 | 18.35 | 1.87 | 11.87 | 11.99 | 7.89 | 8.11 | 10.82 | 21.72 | 13.23 | 23.83 | 46.42 | 9.72 | 5.57 |
| Yield(%) | 0.00 | 6.18 | 5.18 | 6.69 | 7.92 | 7.87 | 7.04 | … | … | 0.00 | 6.50 | 5.45 | 2.42 | 7.65 | 17.54 | 5.39 | 12.87 | 5.27 | 4.91 | 3.18 | 3.18 | 4.68 | 4.78 | 2.45 | 1.99 | 2.02 | 2.78 | 5.00 | 5.34 | 2.56 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| SMTIX (JPMORGAN SMARTRETIREMENT 2040 FUND INSTITUTIONAL CLASS) |
-6.25%
Jun 2007 – Jun 2010 |
-0.25%
May 2007 – May 2012 |
5.52%
Nov 2006 – Nov 2016 |
5.33%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMTIX (JPMORGAN SMARTRETIREMENT 2040 FUND INSTITUTIONAL CLASS) |
25.18%
Feb 2009 – Feb 2012 |
21.07%
Feb 2009 – Feb 2014 |
13.46%
Feb 2009 – Feb 2019 |
11.93%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart