Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SRJCX (JPMORGAN SMARTRETIREMENT 2035 FUND CLASS C) | 6.90% | 17.19% | 13.74% | 1.87% | 6.01% | 6.29% | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/03/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SRJCX (JPMORGAN SMARTRETIREMENT 2035 FUND CLASS C) | 08/03/2007 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.27 | 17.19 | 13.74 | 1.87 | 6.01 | 6.29 | NA | … | … | 6.90 | 14.57 | 9.17 | 18.30 | -23.15 | -1.31 | 10.03 | 21.47 | -9.53 | 19.37 | 5.50 | -2.36 | 5.36 | 22.74 | 17.17 | -5.55 | 15.70 | 32.84 | -35.05 | 3.84 |
| Sharpe Ratio | NA | 1.70 | 1.04 | -0.04 | 0.32 | NA | NA | … | … | 1.34 | 1.00 | 0.61 | 1.52 | -1.29 | -0.08 | 0.39 | 2.43 | -0.91 | 3.11 | 0.45 | -0.19 | 0.54 | 2.20 | 1.42 | -0.25 | 0.89 | 1.28 | -1.04 | 0.38 |
| Standard Deviation(%) | NA | 8.95 | 10.39 | 13.69 | 13.84 | NA | NA | … | … | 10.98 | 11.78 | 9.15 | 9.71 | 19.08 | 16.07 | 24.82 | 8.23 | 12.00 | 6.05 | 11.68 | 12.26 | 9.96 | 10.31 | 12.13 | 22.47 | 17.47 | 25.58 | 34.65 | 18.52 |
| Draw Down(%) | NA | 7.28 | 11.65 | 33.99 | 33.99 | NA | NA | … | … | 7.28 | 11.65 | 5.13 | 9.18 | 24.23 | 16.01 | 29.12 | 4.49 | 17.60 | 1.80 | 11.00 | 11.51 | 7.54 | 8.05 | 10.77 | 21.84 | 13.43 | 23.87 | 46.72 | 8.19 |
| Yield(%) | 0.00 | 5.40 | 4.21 | 2.35 | 3.85 | 4.17 | 3.41 | … | … | 0.00 | 5.65 | 4.44 | 1.60 | 0.89 | 2.06 | 1.19 | 10.48 | 4.17 | 3.76 | 2.23 | 2.48 | 3.67 | 4.66 | 1.66 | 1.47 | 1.80 | 1.69 | 1.57 | 2.89 |
Data as of 06/04/2026, Common starting date is 08/03/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRJCX (JPMORGAN SMARTRETIREMENT 2035 FUND CLASS C) |
-5.85%
Dec 2019 – Dec 2022 |
-1.72%
Dec 2017 – Dec 2022 |
2.56%
Oct 2013 – Oct 2023 |
3.05%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRJCX (JPMORGAN SMARTRETIREMENT 2035 FUND CLASS C) |
24.04%
Feb 2009 – Feb 2012 |
19.82%
Feb 2009 – Feb 2014 |
12.21%
Feb 2009 – Feb 2019 |
8.80%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart