Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMTQX (JPMORGAN SMARTRETIREMENT 2040 FUND CLASS R4) | 8.19% | 19.92% | 15.96% | 7.64% | 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 |
|---|---|---|
| SMTQX (JPMORGAN SMARTRETIREMENT 2040 FUND CLASS R4) | 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 (%) | 0.28 | 19.92 | 15.96 | 7.64 | NA | NA | NA | … | … | 8.19 | 13.69 | 10.53 | 21.38 | -18.00 | 15.77 | 14.94 | 23.95 | -9.65 | 21.71 | -0.41 |
| Sharpe Ratio | NA | 1.78 | 1.12 | 0.39 | NA | NA | NA | … | … | 1.47 | 0.80 | 0.67 | 1.65 | -1.02 | 1.38 | 0.53 | 2.41 | -0.84 | 3.21 | -0.19 |
| Standard Deviation(%) | NA | 10.09 | 11.69 | 13.37 | NA | NA | NA | … | … | 12.36 | 13.85 | 10.28 | 10.82 | 19.09 | 11.37 | 27.78 | 9.32 | 13.14 | 6.60 | 8.97 |
| Draw Down(%) | NA | 8.05 | 13.21 | 24.81 | NA | NA | NA | … | … | 8.05 | 13.21 | 6.03 | 9.67 | 24.80 | 4.87 | 31.46 | 5.18 | 18.45 | 2.01 | 4.55 |
| Yield(%) | 0.00 | 6.09 | 5.07 | 6.63 | 7.39 | 4.92 | 3.69 | … | … | 0.00 | 6.41 | 5.34 | 2.28 | 7.72 | 17.39 | 5.27 | 12.78 | 5.19 | 4.86 | 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 |
|---|---|---|---|---|
| SMTQX (JPMORGAN SMARTRETIREMENT 2040 FUND CLASS R4) |
0.94%
Mar 2017 – Mar 2020 |
3.57%
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 |
|---|---|---|---|---|
| SMTQX (JPMORGAN SMARTRETIREMENT 2040 FUND CLASS R4) |
18.22%
Sep 2022 – Sep 2025 |
12.81%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart