Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMTPX (JPMORGAN SMARTRETIREMENT 2040 FUND CLASS R3) | 8.09% | 19.62% | 15.69% | 7.38% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/15/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMTPX (JPMORGAN SMARTRETIREMENT 2040 FUND CLASS R3) | 09/15/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.31 | 19.62 | 15.69 | 7.38 | NA | NA | NA | … | … | 8.09 | 13.40 | 10.53 | 20.68 | -18.17 | 15.50 | 14.68 | 23.59 | -9.85 | 21.35 | -0.41 |
| Sharpe Ratio | NA | 1.75 | 1.09 | 0.37 | NA | NA | NA | … | … | 1.44 | 0.77 | 0.68 | 1.60 | -1.03 | 1.37 | 0.52 | 2.37 | -0.86 | 3.14 | -0.19 |
| Standard Deviation(%) | NA | 10.09 | 11.64 | 13.34 | NA | NA | NA | … | … | 12.34 | 13.86 | 10.18 | 10.74 | 19.11 | 11.33 | 27.79 | 9.31 | 13.14 | 6.63 | 9.02 |
| Draw Down(%) | NA | 8.08 | 13.26 | 25.01 | NA | NA | NA | … | … | 8.08 | 13.26 | 6.04 | 9.74 | 24.98 | 4.90 | 31.45 | 5.16 | 18.66 | 2.07 | 4.62 |
| Yield(%) | 0.00 | 5.73 | 4.71 | 6.36 | 7.09 | 4.73 | 3.54 | … | … | 0.00 | 6.02 | 5.01 | 1.95 | 7.02 | 17.32 | 5.05 | 12.59 | 4.93 | 4.67 | 0.00 |
Data as of 06/04/2026, Common starting date is 09/15/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMTPX (JPMORGAN SMARTRETIREMENT 2040 FUND CLASS R3) |
0.68%
Mar 2017 – Mar 2020 |
3.31%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMTPX (JPMORGAN SMARTRETIREMENT 2040 FUND CLASS R3) |
17.94%
Sep 2022 – Sep 2025 |
12.53%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart