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JSIZX: JPMORGAN SMARTRETIREMENT INCOME FUND CLASS R2 (MUTUAL FUND)
Basic Info 16.8 0.24(1.41%) June 05
| Asset Class: | Retirement Income |
| MyPlanIQ Rating: | (8%) |
| Start Date: | 11/14/2008 |
| Last Dividend Date: | 12/31/2025 |
| 12-Mo. Yield | 4.57% |
| Expenses | 0.86% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.4 | 3.1 | 11.0 | 9.3 | 1.5 | 3.7 | 4.0 | 5.4 | 10.4 | 1.1 | 14.5 | -15.9 | -3.0 | 6.7 | 13.5 | -5.1 | 10.4 | 4.3 | -1.5 | 3.5 | 10.7 | 9.9 | 1.0 | 10.8 | 20.8 | 1.5 |
| Sharpe Ratio | NA | 0.62 | 1.35 | 0.83 | -0.12 | 0.27 | NA | 0.6 | 1.03 | -0.72 | 1.47 | -1.69 | -0.32 | 0.55 | 3.43 | -1.15 | 2.59 | 0.74 | -0.27 | 0.77 | 2.0 | 2.02 | 0.12 | 1.6 | 2.04 | 0.67 |
| Draw Down(%) | NA | 5.2 | 5.2 | 6.7 | 25.4 | 25.4 | NA | 25.4 | 6.6 | 5.8 | 6.6 | 18.5 | 9.8 | 17.1 | 1.4 | 9.2 | 1.9 | 4.9 | 6.2 | 3.5 | 5.3 | 4.3 | 8.6 | 4.7 | 10.4 | 4.2 |
| Standard Deviation(%) | NA | 7.7 | 6.2 | 7.3 | 8.4 | 7.6 | NA | 7.4 | 7.4 | 7.6 | 7.0 | 10.3 | 9.2 | 11.6 | 3.5 | 5.6 | 3.8 | 5.5 | 5.6 | 4.5 | 5.3 | 4.9 | 8.6 | 6.7 | 10.1 | 18.9 |
| Treynor Ratio | NA | 0.04 | 0.07 | 0.05 | -0.01 | 0.02 | NA | 0.04 | 0.07 | -0.07 | 0.1 | -0.15 | -0.09 | 0.06 | 0.11 | -0.05 | 0.09 | 0.03 | -0.01 | 0.03 | 0.09 | 0.08 | 0.01 | 0.09 | 0.18 | 0.12 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | NA | -0.01 | 0.01 | -0.01 | 0.02 | 0.0 | -0.01 | -0.01 | 0.0 | -0.01 | 0.01 | -0.01 | 0.0 | -0.01 | 0.01 | 0.0 | -0.02 | 0.0 | 0.01 | -0.12 |
| Beta | NA | 1.21 | 1.21 | 1.23 | 1.16 | 1.16 | NA | 1.18 | 1.03 | 0.8 | 1.04 | 1.14 | 0.33 | 1.13 | 1.06 | 1.29 | 1.06 | 1.25 | 1.25 | 1.27 | 1.17 | 1.22 | 1.37 | 1.19 | 1.15 | 1.09 |
| RSquared | NA | 0.98 | 0.96 | 0.85 | 0.72 | 0.79 | NA | 0.82 | 0.7 | 0.42 | 0.72 | 0.93 | 0.07 | 0.9 | 0.93 | 0.96 | 0.39 | 0.93 | 0.92 | 0.82 | 0.72 | 0.81 | 0.9 | 0.88 | 0.91 | 0.87 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 4.7 | 3.4 | 2.9 | 1.8 | 1.9 | 1.9 | 14.4 | 4.8 | 3.3 | 1.5 | 2.1 | 2.4 | 4.7 | 2.5 | 3.0 | 2.6 | 3.5 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 45.6 | 24.0 | 35.1 | -11.9 | 9.1 | -87.2 | 167.3 | 55.0 | 124.8 | -30.5 | -10.8 | -46.0 | 104.8 | -20.0 | 24.3 | -13.1 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/04/2008
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