Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMTYX (JPMORGAN SMARTRETIREMENT 2040 FUND CLASS R6) | 7.86% | 20.13% | 16.10% | 3.43% | 7.71% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 11/04/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMTYX (JPMORGAN SMARTRETIREMENT 2040 FUND CLASS R6) | 11/04/2014 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.27 | 20.13 | 16.10 | 3.43 | 7.71 | NA | NA | … | … | 7.86 | 16.85 | 10.58 | 21.83 | -23.75 | 1.04 | 11.56 | 24.23 | -9.37 | 21.96 | 6.89 | -1.63 | 1.57 |
| Sharpe Ratio | NA | 1.82 | 1.14 | 0.06 | 0.40 | NA | NA | … | … | 1.49 | 1.05 | 0.68 | 1.69 | -1.19 | 0.06 | 0.40 | 2.43 | -0.82 | 3.24 | 0.52 | -0.13 | 1.05 |
| Standard Deviation(%) | NA | 10.07 | 11.69 | 15.11 | 15.35 | NA | NA | … | … | 12.32 | 13.36 | 10.30 | 10.83 | 21.27 | 16.94 | 27.82 | 9.35 | 13.12 | 6.60 | 12.84 | 13.15 | 10.10 |
| Draw Down(%) | NA | 8.05 | 13.19 | 34.54 | 34.54 | NA | NA | … | … | 8.05 | 13.19 | 6.02 | 9.63 | 24.84 | 16.48 | 31.42 | 5.20 | 18.25 | 2.05 | 11.87 | 11.93 | 4.66 |
| Yield(%) | 0.00 | 6.30 | 5.30 | 3.08 | 5.12 | 3.69 | 2.77 | … | … | 0.00 | 6.62 | 5.56 | 2.53 | 1.60 | 3.02 | 1.94 | 12.98 | 5.37 | 5.04 | 3.27 | 3.21 | 3.53 |
Data as of 06/03/2026, Common starting date is 11/04/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMTYX (JPMORGAN SMARTRETIREMENT 2040 FUND CLASS R6) |
-4.92%
Dec 2019 – Dec 2022 |
-0.66%
Dec 2017 – Dec 2022 |
4.89%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMTYX (JPMORGAN SMARTRETIREMENT 2040 FUND CLASS R6) |
16.91%
May 2023 – May 2026 |
12.50%
Feb 2016 – Feb 2021 |
8.26%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart