Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JSIYX (JPMORGAN SMARTRETIREMENT INCOME FUND CLASS R6) | 3.04% | 10.96% | 9.81% | 2.22% | 4.52% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 11/04/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JSIYX (JPMORGAN SMARTRETIREMENT INCOME FUND CLASS R6) | 11/04/2014 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.51 | 10.96 | 9.81 | 2.22 | 4.52 | NA | NA | … | … | 3.04 | 11.26 | 4.37 | 16.14 | -15.26 | -2.12 | 7.49 | 14.32 | -4.44 | 11.22 | 5.31 | -0.97 | 0.62 |
| Sharpe Ratio | NA | 1.48 | 0.92 | -0.02 | 0.38 | NA | NA | … | … | 0.73 | 1.15 | -0.30 | 1.66 | -1.62 | -0.23 | 0.62 | 3.66 | -1.03 | 3.61 | 0.92 | -0.18 | 0.92 |
| Standard Deviation(%) | NA | 6.19 | 7.48 | 8.50 | 7.59 | NA | NA | … | … | 7.68 | 7.41 | 7.30 | 7.21 | 10.29 | 9.19 | 11.58 | 3.53 | 5.63 | 2.95 | 5.57 | 5.60 | 4.42 |
| Draw Down(%) | NA | 5.13 | 6.54 | 24.75 | 24.75 | NA | NA | … | … | 5.13 | 6.52 | 4.77 | 6.42 | 18.02 | 9.72 | 16.99 | 1.36 | 8.55 | 1.17 | 4.78 | 6.00 | 2.34 |
| Yield(%) | 0.00 | 5.14 | 4.52 | 3.05 | 4.56 | 3.28 | 2.46 | … | … | 0.00 | 5.37 | 4.21 | 3.76 | 2.47 | 2.72 | 2.62 | 15.12 | 5.55 | 4.08 | 2.53 | 2.62 | 1.41 |
Data as of 06/10/2026, Common starting date is 11/04/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSIYX (JPMORGAN SMARTRETIREMENT INCOME FUND CLASS R6) |
-3.79%
Oct 2020 – Oct 2023 |
-0.54%
Sep 2017 – Sep 2022 |
3.09%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSIYX (JPMORGAN SMARTRETIREMENT INCOME FUND CLASS R6) |
11.25%
Sep 2022 – Sep 2025 |
7.11%
Feb 2016 – Feb 2021 |
5.05%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart