Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JSAAX (JPMORGAN SMARTRETIREMENT 2045 FUND CLASS A) | 6.18% | 18.44% | 15.79% | 2.92% | 7.52% | 7.58% | NA | … | … |
Data as of 06/05/2026, Common starting date is 08/03/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JSAAX (JPMORGAN SMARTRETIREMENT 2045 FUND CLASS A) | 08/03/2007 | 06/05/2026 |
| 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 (%) | -2.18 | 18.44 | 15.79 | 2.92 | 7.52 | 7.58 | NA | … | … | 6.18 | 17.11 | 11.73 | 21.63 | -25.48 | 3.01 | 11.83 | 24.49 | -10.02 | 21.75 | 6.55 | -1.78 | 5.84 | 24.70 | 18.12 | -5.02 | 16.25 | 33.88 | -33.79 | 3.73 |
| Sharpe Ratio | NA | 1.41 | 0.99 | 0.02 | 0.36 | NA | NA | … | … | 0.92 | 0.98 | 0.74 | 1.57 | -1.16 | 0.17 | 0.38 | 2.32 | -0.84 | 3.16 | 0.50 | -0.14 | 0.55 | 2.31 | 1.47 | -0.22 | 0.92 | 1.33 | -1.00 | 0.36 |
| Standard Deviation(%) | NA | 11.21 | 12.61 | 16.13 | 16.43 | NA | NA | … | … | 13.63 | 14.61 | 10.92 | 11.53 | 23.27 | 17.32 | 30.22 | 9.93 | 13.55 | 6.71 | 12.71 | 13.08 | 10.53 | 10.67 | 12.38 | 22.48 | 17.54 | 25.44 | 34.57 | 18.63 |
| Draw Down(%) | NA | 8.68 | 14.44 | 35.62 | 35.62 | NA | NA | … | … | 8.68 | 14.44 | 6.75 | 10.28 | 26.67 | 16.18 | 33.26 | 5.64 | 19.04 | 1.93 | 11.90 | 12.03 | 7.90 | 8.11 | 10.82 | 21.68 | 13.36 | 23.53 | 45.68 | 8.21 |
| Yield(%) | 0.00 | 5.43 | 4.47 | 2.57 | 4.43 | 4.89 | 4.08 | … | … | 0.00 | 5.71 | 4.69 | 1.78 | 1.04 | 2.69 | 1.44 | 11.38 | 4.46 | 4.44 | 3.00 | 2.91 | 4.25 | 5.21 | 2.31 | 1.96 | 3.18 | 2.44 | 1.78 | 3.13 |
Data as of 06/05/2026, Common starting date is 08/03/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSAAX (JPMORGAN SMARTRETIREMENT 2045 FUND CLASS A) |
-4.96%
Dec 2019 – Dec 2022 |
-0.78%
Dec 2017 – Dec 2022 |
3.68%
Oct 2013 – Oct 2023 |
4.14%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSAAX (JPMORGAN SMARTRETIREMENT 2045 FUND CLASS A) |
24.77%
Feb 2009 – Feb 2012 |
20.73%
Feb 2009 – Feb 2014 |
13.18%
Feb 2009 – Feb 2019 |
10.01%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart