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SRJAX: JPMORGAN SMARTRETIREMENT 2035 FUND CLASS A (MUTUAL FUND)
Basic Info 22.4 0.46(2.01%) June 05
| Asset Class: | Target Date 2031-2035 |
| MyPlanIQ Rating: | (51%) |
| Start Date: | 08/03/2007 |
| Last Dividend Date: | 12/31/2025 |
| 12-Mo. Yield | 5.96% |
| Expenses | 0.51% |
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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 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.9 | 5.0 | 15.7 | 13.6 | 2.1 | 6.5 | 6.7 | 5.8 | 15.2 | 9.2 | 19.6 | -22.6 | -0.5 | 10.7 | 22.2 | -9.0 | 20.2 | 6.2 | -1.7 | 6.0 | 23.7 | 17.9 | -4.9 | 16.4 | 33.6 | -34.8 | 4.1 |
| Sharpe Ratio | NA | 0.83 | 1.4 | 0.98 | -0.03 | 0.35 | NA | 0.29 | 1.05 | 0.6 | 1.64 | -1.27 | -0.03 | 0.42 | 2.52 | -0.87 | 3.23 | 0.5 | -0.14 | 0.59 | 2.29 | 1.48 | -0.22 | 0.94 | 1.32 | -1.03 | 0.41 |
| Draw Down(%) | NA | 7.3 | 7.3 | 11.6 | 33.5 | 33.5 | NA | 51.4 | 11.6 | 5.1 | 9.1 | 23.9 | 15.8 | 29.1 | 4.4 | 17.2 | 1.7 | 11.0 | 11.3 | 7.5 | 8.0 | 10.7 | 21.6 | 13.3 | 23.8 | 46.5 | 8.2 |
| Standard Deviation(%) | NA | 11.3 | 9.3 | 10.5 | 13.7 | 13.9 | NA | 16.8 | 11.8 | 9.3 | 9.8 | 19.0 | 16.2 | 24.8 | 8.2 | 12.0 | 6.1 | 11.8 | 12.2 | 10.0 | 10.3 | 12.1 | 22.4 | 17.4 | 25.5 | 34.7 | 18.6 |
| Treynor Ratio | NA | 0.09 | 0.13 | 0.1 | 0.0 | 0.05 | NA | 0.05 | 0.12 | 0.05 | 0.16 | -0.22 | -0.01 | 0.1 | 0.21 | -0.1 | 0.17 | 0.06 | -0.02 | 0.05 | 0.23 | 0.18 | -0.05 | 0.16 | 0.33 | -0.38 | 0.07 |
| Alpha | NA | -0.01 | -0.01 | -0.01 | -0.02 | -0.01 | NA | -0.01 | -0.01 | -0.01 | 0.01 | -0.02 | -0.04 | -0.01 | 0.0 | -0.01 | -0.01 | -0.01 | 0.0 | -0.01 | 0.0 | 0.01 | -0.01 | 0.0 | 0.02 | -0.01 | 0.0 |
| Beta | NA | 1.0 | 1.0 | 1.02 | 1.04 | 1.01 | NA | 1.0 | 1.05 | 1.05 | 1.02 | 1.08 | 0.9 | 1.02 | 0.97 | 1.04 | 1.15 | 1.03 | 1.02 | 1.08 | 1.05 | 1.01 | 1.05 | 1.03 | 1.01 | 0.94 | 1.03 |
| RSquared | NA | 0.99 | 0.98 | 0.93 | 0.76 | 0.84 | NA | 0.93 | 0.97 | 0.93 | 0.92 | 0.89 | 0.28 | 0.98 | 0.99 | 0.99 | 0.93 | 0.98 | 0.97 | 0.96 | 0.95 | 0.93 | 0.99 | 0.98 | 0.97 | 0.99 | 0.97 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 6.2 | 5.0 | 2.3 | 1.3 | 2.6 | 1.7 | 11.0 | 4.7 | 4.4 | 2.9 | 2.9 | 4.3 | 5.3 | 2.3 | 2.1 | 2.4 | 2.3 | 1.7 | 3.2 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 32.4 | 151.0 | 28.5 | -48.5 | 63.0 | -82.9 | 101.0 | 22.9 | 61.0 | -6.8 | -28.7 | -8.4 | 167.0 | 4.4 | -3.0 | 36.7 | -13.0 | -45.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/31/2007
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