Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/25/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SMTSX (JPMORGAN SMARTRETIREMENT 2040 FUND SELECT CLASS) | -0.79% | 5.90% | 3.45% | 5.13% | 4.16% | 6.38% | NA | 6.07% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMTSX (JPMORGAN SMARTRETIREMENT 2040 FUND SELECT CLASS) | 05/31/2006 | 04/25/2025 |
The return data shown below all have the same latest date: 04/25/2025.
AR inception is since 05/31/2006.
AR inception is since 05/31/2006.
| 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 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.86 | 5.90 | 3.45 | 5.13 | 4.16 | 6.38 | NA | 6.07 | -0.79 | 8.16 | 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 | -0.03 | -0.06 | 0.18 | 0.16 | NA | NA | 0.26 | -0.27 | 0.15 | 1.59 | -1.19 | 0.04 | 0.39 | 2.43 | -0.84 | 3.21 | 0.50 | -0.14 | 0.76 | 2.16 | 1.48 | -0.22 | 0.96 | 1.31 | -1.02 | 0.22 | 2.11 |
| Standard Deviation(%) | NA | 14.26 | 15.47 | 16.03 | 15.72 | NA | NA | 17.59 | 20.30 | 10.45 | 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 | 14.65 | 15.70 | 34.80 | 34.80 | NA | NA | 51.44 | 13.23 | 6.22 | 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 | 2.58 | 2.00 | 2.40 | 3.85 | 4.91 | 4.33 | 4.81 | 0.00 | 2.69 | 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 |
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