Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JSAIX (JPMORGAN SMARTRETIREMENT 2045 FUND INSTITUTIONAL CLASS) | 9.12% | 20.65% | 16.05% | 8.51% | 11.10% | 10.02% | NA | … | … |
Data as of 06/16/2026, Common starting date is 08/06/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JSAIX (JPMORGAN SMARTRETIREMENT 2045 FUND INSTITUTIONAL CLASS) | 08/06/2007 | 06/16/2026 |
| 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 (%) | 2.12 | 20.65 | 16.05 | 8.51 | 11.10 | 10.02 | NA | … | … | 9.12 | 17.50 | 11.72 | 22.41 | -18.32 | 17.72 | 15.50 | 24.90 | -9.72 | 22.06 | 6.76 | -1.55 | 6.06 | 25.04 | 18.42 | -4.73 | 16.55 | 34.30 | -33.53 | 2.10 |
| Sharpe Ratio | NA | 1.41 | 1.02 | 0.38 | 0.59 | NA | NA | … | … | 1.17 | 1.00 | 0.74 | 1.64 | -0.96 | 1.42 | 0.50 | 2.35 | -0.82 | 3.22 | 0.51 | -0.12 | 0.58 | 2.35 | 1.49 | -0.21 | 0.94 | 1.35 | -0.99 | 0.15 |
| Standard Deviation(%) | NA | 11.48 | 12.71 | 14.55 | 15.64 | NA | NA | … | … | 13.83 | 14.62 | 10.98 | 11.57 | 20.67 | 12.48 | 30.21 | 9.98 | 13.57 | 6.67 | 12.72 | 13.09 | 10.51 | 10.65 | 12.40 | 22.39 | 17.58 | 25.38 | 34.62 | 18.50 |
| Draw Down(%) | NA | 8.64 | 14.44 | 25.61 | 33.30 | NA | NA | … | … | 8.64 | 14.44 | 6.73 | 10.18 | 25.61 | 5.31 | 33.30 | 5.62 | 18.83 | 1.93 | 11.86 | 11.93 | 7.82 | 8.08 | 10.85 | 21.64 | 13.35 | 23.51 | 45.50 | 8.20 |
| Yield(%) | 0.00 | 5.69 | 4.70 | 6.56 | 7.96 | 7.92 | 6.15 | … | … | 0.00 | 6.06 | 5.03 | 2.18 | 8.31 | 16.89 | 4.99 | 11.65 | 4.72 | 4.68 | 3.22 | 3.13 | 4.48 | 5.44 | 2.57 | 2.17 | 3.39 | 2.73 | 2.07 | 3.17 |
Data as of 06/16/2026, Common starting date is 08/06/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSAIX (JPMORGAN SMARTRETIREMENT 2045 FUND INSTITUTIONAL CLASS) |
-2.26%
Sep 2007 – Sep 2010 |
1.41%
Oct 2007 – Oct 2012 |
6.29%
Oct 2007 – Oct 2017 |
5.56%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSAIX (JPMORGAN SMARTRETIREMENT 2045 FUND INSTITUTIONAL CLASS) |
25.12%
Feb 2009 – Feb 2012 |
21.05%
Feb 2009 – Feb 2014 |
13.48%
Feb 2009 – Feb 2019 |
12.16%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart