Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SRJAX (JPMORGAN SMARTRETIREMENT 2035 FUND CLASS A) | 8.38% | 11.28% | 10.19% | 4.44% | 5.10% | 7.69% | NA | 5.80% |
Data as of 07/03/2025, AR inception is 08/03/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SRJAX (JPMORGAN SMARTRETIREMENT 2035 FUND CLASS A) | 08/03/2007 | 07/03/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.39 | 11.28 | 10.19 | 4.44 | 5.10 | 7.69 | NA | 5.80 | 8.38 | 4.37 | 19.58 | -22.61 | -0.53 | 10.68 | 22.19 | -9.03 | 20.16 | 6.15 | -1.73 | 5.95 | 23.69 | 17.88 | -4.88 | 16.42 | 33.63 | -34.76 | 4.06 |
| Sharpe Ratio | NA | 0.39 | 0.49 | 0.16 | 0.22 | NA | NA | 0.26 | 0.47 | -0.22 | 1.57 | -1.26 | -0.03 | 0.42 | 2.53 | -0.87 | 3.24 | 0.51 | -0.14 | 0.59 | 2.29 | 1.48 | -0.22 | 0.94 | 1.32 | -1.03 | 0.42 |
| Standard Deviation(%) | NA | 12.53 | 12.94 | 14.20 | 14.25 | NA | NA | 17.11 | 15.39 | 9.88 | 9.82 | 19.03 | 16.23 | 24.84 | 8.22 | 11.96 | 6.06 | 11.76 | 12.24 | 9.99 | 10.35 | 12.14 | 22.38 | 17.44 | 25.50 | 34.66 | 18.64 |
| Draw Down(%) | NA | 11.62 | 13.55 | 33.50 | 33.50 | NA | NA | 51.35 | 11.62 | 7.90 | 9.08 | 23.86 | 15.82 | 29.10 | 4.40 | 17.18 | 1.74 | 10.97 | 11.33 | 7.47 | 7.95 | 10.67 | 21.64 | 13.32 | 23.79 | 46.46 | 8.19 |
| Yield(%) | 0.00 | 4.59 | 3.03 | 2.48 | 3.86 | 5.50 | 3.61 | 4.25 | 0.00 | 5.02 | 2.28 | 1.35 | 2.55 | 1.69 | 11.03 | 4.70 | 4.45 | 2.90 | 2.92 | 4.27 | 5.27 | 2.33 | 2.05 | 2.39 | 2.33 | 1.72 | 3.18 |
Data as of 07/03/2025, AR inception is 08/03/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRJAX (JPMORGAN SMARTRETIREMENT 2035 FUND CLASS A) |
-5.20%
Dec 2019 - Dec 2022 |
-1.08%
Dec 2017 - Dec 2022 |
3.21%
Oct 2013 - Oct 2023 |
3.69%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRJAX (JPMORGAN SMARTRETIREMENT 2035 FUND CLASS A) |
24.78%
Feb 2009 - Feb 2012 |
20.57%
Feb 2009 - Feb 2014 |
12.91%
Feb 2009 - Feb 2019 |
9.49%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart