Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SMTIX (JPMORGAN SMARTRETIREMENT 2040 FUND INSTITUTIONAL CLASS) | 8.98% | 11.24% | 11.25% | 5.05% | 5.58% | 8.09% | NA | 6.55% |
Data as of 07/18/2025, AR inception is 05/31/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMTIX (JPMORGAN SMARTRETIREMENT 2040 FUND INSTITUTIONAL CLASS) | 05/31/2006 | 07/18/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.17 | 11.24 | 11.25 | 5.05 | 5.58 | 8.09 | NA | 6.55 | 8.98 | 5.37 | 21.65 | -23.86 | 0.94 | 11.37 | 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 | 0.50 | 0.54 | 0.22 | 0.28 | NA | NA | 0.31 | 0.87 | -0.11 | 1.62 | -1.19 | 0.05 | 0.40 | 2.44 | -0.83 | 3.23 | 0.52 | -0.13 | 0.77 | 2.17 | 1.49 | -0.22 | 0.96 | 1.33 | -1.01 | 0.23 | 2.11 |
| Standard Deviation(%) | NA | 14.30 | 14.39 | 15.49 | 15.69 | NA | NA | 17.51 | 16.81 | 10.85 | 10.83 | 21.25 | 16.90 | 27.87 | 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 | 13.22 | 14.64 | 34.63 | 34.63 | NA | NA | 51.34 | 13.22 | 8.44 | 9.64 | 24.92 | 16.48 | 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 | 4.89 | 3.29 | 2.71 | 4.23 | 5.91 | 4.67 | 4.91 | 0.00 | 5.45 | 2.42 | 1.49 | 2.91 | 1.85 | 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 07/18/2025, AR inception 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 |
-0.76%
Dec 2017 - Dec 2022 |
3.75%
Oct 2013 - Oct 2023 |
4.14%
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 |
10.10%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart