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 |
|---|---|---|---|---|---|---|---|---|
| SRJSX (JPMORGAN SMARTRETIREMENT 2035 FUND SELECT CLASS) | -0.35% | 3.42% | 2.60% | 4.05% | 3.62% | 5.94% | NA | 5.06% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SRJSX (JPMORGAN SMARTRETIREMENT 2035 FUND SELECT CLASS) | 08/06/2007 | 04/25/2025 |
The return data shown below all have the same latest date: 04/25/2025.
AR inception is since 08/06/2007.
AR inception is since 08/06/2007.
| 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 (%) | 4.41 | 3.42 | 2.60 | 4.05 | 3.62 | 5.94 | NA | 5.06 | -0.35 | 4.22 | 20.02 | -22.43 | -0.26 | 10.90 | 22.32 | -8.83 | 20.24 | 6.34 | -1.63 | 5.97 | 23.84 | 18.08 | -4.86 | 16.51 | 33.95 | -34.56 | 2.38 |
| Sharpe Ratio | NA | -0.23 | -0.13 | 0.12 | 0.14 | NA | NA | 0.22 | -0.23 | -0.24 | 1.62 | -1.26 | -0.02 | 0.43 | 2.53 | -0.85 | 3.24 | 0.53 | -0.14 | 0.59 | 2.30 | 1.49 | -0.22 | 0.94 | 1.33 | -1.02 | 0.19 |
| Standard Deviation(%) | NA | 12.95 | 13.91 | 14.56 | 14.24 | NA | NA | 17.16 | 17.82 | 9.96 | 9.79 | 18.98 | 15.88 | 24.86 | 8.26 | 11.97 | 6.07 | 11.69 | 12.22 | 10.02 | 10.34 | 12.20 | 22.42 | 17.46 | 25.44 | 34.64 | 18.45 |
| Draw Down(%) | NA | 15.28 | 15.28 | 33.34 | 33.34 | NA | NA | 51.17 | 11.62 | 8.01 | 9.00 | 23.79 | 15.73 | 29.08 | 4.43 | 17.03 | 1.78 | 10.93 | 11.26 | 7.47 | 7.92 | 10.64 | 21.60 | 13.26 | 23.75 | 46.29 | 8.18 |
| Yield(%) | 0.00 | 0.00 | 1.26 | 1.87 | 3.42 | 4.50 | 3.37 | 3.97 | 0.00 | 0.00 | 2.47 | 1.50 | 2.73 | 1.83 | 11.16 | 4.84 | 4.54 | 2.98 | 3.01 | 4.35 | 5.36 | 2.42 | 2.13 | 2.45 | 2.48 | 1.86 | 3.18 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRJSX (JPMORGAN SMARTRETIREMENT 2035 FUND SELECT CLASS) |
-4.98%
Dec 2019 - Dec 2022 |
-0.88%
Dec 2017 - Dec 2022 |
3.38%
Oct 2013 - Oct 2023 |
3.85%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRJSX (JPMORGAN SMARTRETIREMENT 2035 FUND SELECT CLASS) |
24.96%
Feb 2009 - Feb 2012 |
20.70%
Feb 2009 - Feb 2014 |
13.04%
Feb 2009 - Feb 2019 |
9.65%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart