Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SRJIX (JPMORGAN SMARTRETIREMENT 2035 FUND INSTITUTIONAL CLASS) | 7.29% | 18.22% | 14.76% | 6.98% | 9.43% | 8.90% | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/06/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SRJIX (JPMORGAN SMARTRETIREMENT 2035 FUND INSTITUTIONAL CLASS) | 08/06/2007 | 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 (%) | 0.22 | 18.22 | 14.76 | 6.98 | 9.43 | 8.90 | NA | … | … | 7.29 | 15.60 | 9.14 | 20.46 | -17.34 | 14.10 | 14.38 | 22.52 | -8.76 | 20.43 | 6.48 | -1.50 | 6.11 | 24.08 | 18.16 | -4.65 | 16.69 | 34.13 | -34.47 | 2.42 |
| Sharpe Ratio | NA | 1.81 | 1.13 | 0.38 | 0.60 | NA | NA | … | … | 1.44 | 1.09 | 0.59 | 1.71 | -1.09 | 1.38 | 0.57 | 2.55 | -0.85 | 3.29 | 0.54 | -0.12 | 0.61 | 2.33 | 1.51 | -0.21 | 0.95 | 1.34 | -1.02 | 0.19 |
| Standard Deviation(%) | NA | 9.00 | 10.52 | 12.06 | 13.04 | NA | NA | … | … | 11.05 | 11.76 | 9.41 | 9.91 | 17.32 | 10.17 | 24.75 | 8.26 | 11.97 | 6.03 | 11.65 | 12.25 | 10.04 | 10.33 | 12.12 | 22.43 | 17.48 | 25.46 | 34.63 | 18.45 |
| Draw Down(%) | NA | 7.18 | 11.56 | 23.71 | 29.05 | NA | NA | … | … | 7.18 | 11.56 | 5.09 | 8.98 | 23.67 | 4.42 | 29.05 | 4.42 | 16.94 | 1.73 | 10.86 | 11.22 | 7.48 | 7.92 | 10.63 | 21.60 | 13.22 | 23.67 | 46.24 | 8.18 |
| Yield(%) | 0.00 | 6.23 | 5.19 | 6.46 | 7.42 | 7.41 | 5.84 | … | … | 0.00 | 6.54 | 5.36 | 2.66 | 6.76 | 16.74 | 5.16 | 11.29 | 4.95 | 4.68 | 3.12 | 3.14 | 4.49 | 5.50 | 2.57 | 2.27 | 2.61 | 2.62 | 1.98 | 3.23 |
Data as of 06/04/2026, Common starting date is 08/06/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRJIX (JPMORGAN SMARTRETIREMENT 2035 FUND INSTITUTIONAL CLASS) |
-2.67%
Sep 2007 – Sep 2010 |
1.12%
Oct 2007 – Oct 2012 |
5.87%
Oct 2013 – Oct 2023 |
5.13%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRJIX (JPMORGAN SMARTRETIREMENT 2035 FUND INSTITUTIONAL CLASS) |
25.13%
Feb 2009 – Feb 2012 |
20.88%
Feb 2009 – Feb 2014 |
13.21%
Feb 2009 – Feb 2019 |
11.47%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart