Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JSMEX (Jpmorgan Trust IV – Smartretirement 2065 Fund) | 6.93% | 18.47% | 16.09% | NA | NA | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 11/02/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JSMEX (Jpmorgan Trust IV – Smartretirement 2065 Fund) | 11/02/2022 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.19 | 18.47 | 16.09 | NA | NA | NA | NA | … | … | 6.93 | 17.56 | 12.39 | 19.35 | 5.28 |
| Sharpe Ratio | NA | 1.39 | 1.00 | NA | NA | NA | NA | … | … | 0.95 | 0.96 | 0.79 | 1.38 | 1.61 |
| Standard Deviation(%) | NA | 11.86 | 13.04 | NA | NA | NA | NA | … | … | 14.43 | 15.33 | 11.16 | 11.49 | 21.82 |
| Draw Down(%) | NA | 9.20 | 15.09 | NA | NA | NA | NA | … | … | 9.20 | 15.09 | 7.07 | 9.97 | 5.32 |
| Yield(%) | 0.00 | 3.39 | 2.83 | 2.14 | 1.07 | 0.71 | 0.53 | … | … | 0.00 | 3.60 | 2.26 | 1.93 | 1.16 |
Data as of 06/08/2026, Common starting date is 11/02/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSMEX (Jpmorgan Trust IV – Smartretirement 2065 Fund) |
14.15%
Mar 2023 – Mar 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSMEX (Jpmorgan Trust IV – Smartretirement 2065 Fund) |
17.99%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart