Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMTSX (JPMORGAN SMARTRETIREMENT 2040 FUND SELECT CLASS) | 8.23% | 19.95% | 15.97% | 3.12% | 7.45% | 7.56% | 6.83% | … | … |
Data as of 06/04/2026, Common starting date is 05/31/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMTSX (JPMORGAN SMARTRETIREMENT 2040 FUND SELECT 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 (%) | 0.31 | 19.95 | 15.97 | 3.12 | 7.45 | 7.56 | 6.83 | … | … | 8.23 | 16.50 | 10.60 | 21.23 | -23.97 | 0.74 | 11.17 | 24.05 | -9.60 | 21.74 | 6.61 | -1.79 | 7.77 | 22.84 | 18.15 | -5.02 | 16.75 | 33.61 | -34.72 | 6.37 | 13.44 |
| Sharpe Ratio | NA | 1.78 | 1.11 | 0.04 | 0.38 | NA | NA | … | … | 1.46 | 1.02 | 0.68 | 1.64 | -1.20 | 0.04 | 0.39 | 2.42 | -0.84 | 3.21 | 0.50 | -0.14 | 0.76 | 2.16 | 1.48 | -0.22 | 0.96 | 1.31 | -1.02 | 0.21 | 2.09 |
| Standard Deviation(%) | NA | 10.12 | 11.68 | 15.12 | 15.35 | NA | NA | … | … | 12.38 | 13.40 | 10.23 | 10.81 | 21.30 | 16.97 | 27.82 | 9.32 | 13.11 | 6.60 | 12.77 | 13.12 | 10.24 | 10.55 | 12.36 | 22.46 | 17.43 | 25.54 | 34.89 | 15.16 | 9.77 |
| Draw Down(%) | NA | 8.04 | 13.23 | 34.80 | 34.80 | NA | NA | … | … | 8.04 | 13.23 | 6.05 | 9.68 | 25.05 | 16.57 | 31.48 | 5.21 | 18.43 | 1.92 | 11.90 | 12.00 | 7.89 | 8.07 | 10.84 | 21.76 | 13.20 | 23.85 | 46.52 | 9.77 | 5.57 |
| Yield(%) | 0.00 | 6.06 | 5.02 | 2.87 | 4.84 | 5.25 | 4.96 | … | … | 0.00 | 6.37 | 5.28 | 2.23 | 1.38 | 2.76 | 1.70 | 12.76 | 5.17 | 4.79 | 3.04 | 3.05 | 4.54 | 4.64 | 2.28 | 1.84 | 1.90 | 2.62 | 4.91 | 5.20 | 2.51 |
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 |
|---|---|---|---|---|
| SMTSX (JPMORGAN SMARTRETIREMENT 2040 FUND SELECT CLASS) |
-6.41%
Jun 2007 – Jun 2010 |
-0.92%
Dec 2017 – Dec 2022 |
3.60%
Oct 2013 – Oct 2023 |
3.98%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMTSX (JPMORGAN SMARTRETIREMENT 2040 FUND SELECT CLASS) |
24.99%
Feb 2009 – Feb 2012 |
20.88%
Feb 2009 – Feb 2014 |
13.29%
Feb 2009 – Feb 2019 |
9.94%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart