JPMorgan Smartretirement Competition

Mutual Funds . USA . 
Fund . JPMorgan Smartretirement 2035
SRJSX Fund  USD 21.29  -0.11  -0.51%   
The fund is listed under the Target-Date 2035 category and is part of the JPMorgan family. JPMorgan Smartretirement competes with ARCHER BALANCED, Intal High, Versatile Bond, FEDERATED MDT, and Artisan Thematic and other related companies. The list provides context for competitive positioning. This module contrasts JPMorgan Smartretirement with competitors to reveal risk-adjusted opportunity gaps.

JPMorgan Smartretirement and Aston/Crosswind Small Correlation Summary

Almost no diversification
Across the chosen horizon, SRJSX and ACWDX show a correlation of 0.91 and fall into the Almost no diversification bucket. Used correctly, the chart helps investors judge whether adding the second position genuinely diversifies the first.

Moving together with JPMorgan Mutual Fund

  1.0SRJIX JPMorgan SmartretirementPairCorr
  1.0SRJQX JPMorgan SmartretirementPairCorr
  1.0SRJPX JPMorgan SmartretirementPairCorr
  1.0SRJYX JPMorgan SmartretirementPairCorr

Moving against JPMorgan Mutual Fund

  0.47JMNCX JPMorgan Research MarketPairCorr
Specify up to 10 symbols:
Mean reversion in JPMorgan Smartretirement is more reliable over longer time horizons. Short-term deviations can persist and even widen before correcting, making position sizing and risk management critical.
Hype
Prediction
LowEstimatedHigh
20.7621.2921.82
Details
Intrinsic
Valuation
LowRealHigh
19.1622.2922.82
Details
Naive
Forecast
LowNextHigh
20.4620.9921.52
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
21.3322.0022.67
Details
Effective investment decisions about JPMorgan Smartretirement require competitive context. Benchmarking JPMorgan Smartretirement's against peers on earnings quality, growth consistency, and balance sheet strength can materially change the investment conclusion.

JPMorgan Smartretirement Competition Correlation Matrix

Competition correlation for JPMorgan Smartretirement 2035 matters because related securities often respond to the same industry, factor, or macro drivers even when their business stories differ. The current classification points to the Target-Date 2035 category. In practical terms, lower correlation may offer better diversification while higher correlation may leave the portfolio more exposed to one shared driver.

High positive correlations

PRVHX
+ 0.95
DIHRX
DIHRX
+ 0.93
ARCHX
PRVHX
+ 0.92
ARCHX
ACWDX
+ 0.75
APDTX
APDTX
+ 0.73
DIHRX
ACWDX
+ 0.73
DIHRX
  

High negative correlations

QALGX
- 0.68
ARCHX
QALGX
- 0.65
PRVHX
QALGX
- 0.6
DIHRX
ACWDX
- 0.19
QALGX
RYANX
- 0.0
ARCHX

Risk-Adjusted Indicators

There is a big difference between JPMorgan Mutual Fund performing well and JPMorgan Smartretirement Mutual Fund doing well as a business compared to the competition. A thorough review of JPMorgan Smartretirement's risk-adjusted indicators provides a clearer picture of whether returns are being earned efficiently. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

JPMorgan Smartretirement Competitive Analysis

    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
SRJSX ARCHX DIHRX PRVHX QALGX APDTX RYANX ACWDX
 0.51 
21.29
JPMorgan
 0.54 
20.13
ARCHER
 0.95 
15.59
Intal
 0.06 
63.52
Versatile
 1.08 
35.66
FEDERATED
 1.38 
24.37
Artisan
 0.89 
148.65
NOVA
 0.18 
17.09
Aston/Crosswind
Market Volatility
(90 Days Market Risk)
Very Low
Very Low
Very Low
Very Low
Very Low
Very Low
Very Low
Very Low
Market Performance
(90 Days Performance)
Weak
Balanced
Mild
Soft
Weak
Weak
Weak
Weak
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Low
Low
Low
Low
Low
Low
Current Valuation
(Equity Enterprise Value)
Under Valued
Under Valued
Under Valued
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Under Valued
Buy or Sell Analysis
(Average Analysts Consensus)
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Buy
Strong Buy
Buy
Hold
Strong Hold
Strong Hold
Hold
Strong Buy
Net Asset
3.38 B
59.6 M
270.54 M
82.1 M
4.53 B
1.24 B
260.38 M
40.72 M
Minimum Initial Investment
N/A
2.5 K
N/A
N/A
N/A
250 K
2.5 K
N/A
Price To Book
2.00 X
3.08 X
N/A
N/A
3.89 X
N/A
2.75 X
3.29 X
Five Year Return
6.92 %
9.48 %
6.93 %
1.74 %
16.42 %
9.32 %
14.91 %
5.83 %
One Year Return
14.15 %
19.74 %
20.18 %
3.56 %
23.33 %
20.08 %
28.05 %
18.48 %
Last Dividend Paid
0.05
0.04
0.1
2.79
N/A
N/A
0.59
N/A
Price To Earning
17.20 X
19.38 X
N/A
N/A
14.28 X
N/A
18.51 X
24.22 X
Price To Sales
1.49 X
1.89 X
N/A
N/A
1.26 X
N/A
1.93 X
1.21 X
Cash Position Weight
6.44 %
5.62 %
0.11 %
-1.42 %
2.00 %
15.08 %
7.32 %
2.58 %
Equity Positions Weight
71.64 %
69.06 %
99.89 %
N/A
98.00 %
84.92 %
82.43 %
97.42 %
Three Year Return
13.09 %
14.35 %
13.56 %
4.51 %
26.33 %
22.39 %
28.43 %
10.48 %
Annual Yield
0.03 %
0.01 %
0.03 %
0.03 %
N/A
N/A
0.01 %
N/A
Year To Date Return
0.46 %
4.14 %
1.30 %
0.11 %
0.91 %
4.55 %
0.25 %
0.58 %
Bond Positions Weight
2.07 %
22.56 %
N/A
14.54 %
N/A
N/A
7.83 %
N/A
Ten Year Return
8.52 %
6.74 %
N/A
2.07 %
14.02 %
N/A
16.28 %
N/A
Day Typical Price
21.29
20.13
15.59
63.52
35.66
24.37
148.65
17.09
Period Momentum Indicator
-0.11
-0.11
-0.15
-0.04
-0.39
-0.34
-1.34
-0.03
Rate Of Daily Change
0.99
0.99
0.99
1.0
0.99
0.99
0.99
1.0
Day Median Price
21.29
20.13
15.59
63.52
35.66
24.37
148.65
17.09
Price Action Indicator
-0.06
-0.06
-0.07
-0.02
-0.20
-0.17
-0.67
-0.01
Relative Strength Index
38.27
48.11
40.99
37.89
41.01
40.97
38.26
38.69
Coefficient Of Variation
1575.91
768.42
1934.72
1872.48
-1,947
8940.09
-1,325
1211.28
Mean Deviation
0.4479
0.3992
0.6625
0.0736
0.8542
0.9932
0.796
0.9748
Jensen Alpha
0.0565
0.0807
0.0682
-0.0039
-0.02
0.0588
-0.04
0.1754
Total Risk Alpha
0.0689
0.0891
0.0844
-0.000094
-0.0044
0.0796
-0.03
0.2342
Sortino Ratio
0.1232
0.1774
0.0755
0.4208
N/A
0.0376
N/A
0.1591
Downside Variance
0.3868
0.3435
1.12
0.0089
N/A
1.75
N/A
1.28
Standard Deviation
0.6585
0.5313
0.8738
0.0902
1.11
1.33
1.06
1.76
Kurtosis
7.78
1.21
1.58
-0.78
0.9735
3.23
0.8137
25.17
Potential Upside
0.676
0.796
1.17
0.1573
1.45
1.43
1.25
1.47
Treynor Ratio
0.0577
0.1229
0.0477
-0.18
-0.07
0.004
-0.09
0.1502
Maximum Drawdown
4.58
2.89
5.1
0.3469
5.94
7.86
5.27
13.97
Variance
0.4336
0.2823
0.7635
0.0081
1.24
1.76
1.12
3.09
Market Risk Adjusted Performance
0.0677
0.1329
0.0577
-0.17
-0.06
0.014
-0.08
0.1602
Risk Adjusted Performance
0.0484
0.0985
0.042
-0.04
-0.04
0.0129
-0.06
0.0711
Skewness
1.42
0.1818
-0.80
0.0146
0.2688
0.7927
-0.32
3.98
Semi Deviation
0.542
0.4065
0.9769
0.0457
N/A
1.29
N/A
0.9613
Information Ratio
0.1163
0.1957
0.0915
0.4394
-0.02
0.0375
-0.04
0.1024
Value At Risk
-0.92
-0.87
-1.53
-0.14
-1.93
-2.17
-2.02
-1.76
Expected Short fall
-0.48
-0.41
-0.64
-0.08
N/A
-0.95
N/A
-1.14
Downside Deviation
0.6219
0.5861
1.06
0.0942
N/A
1.32
N/A
1.13
Semi Variance
0.2938
0.1652
0.9543
0.0021
N/A
1.67
N/A
0.9241

JPMorgan Smartretirement Competition Peer Performance Charts

How to Analyze JPMorgan Smartretirement Against Peers

JPMorgan Smartretirement's peer analysis compares JPMorgan Smartretirement with related companies to put valuation, quality, and risk metrics in context. This helps determine whether recent performance is company-specific or broadly sector-driven. A practical workflow includes:
  • Set a relevant peer group: Include direct competitors and close alternatives with comparable business exposure.
  • Benchmark core financials: Compare profitability, growth, capital structure, and cash flow quality.
  • Check valuation dispersion: Review whether JPMorgan Smartretirement trades at a premium or discount versus peers and why.
  • Evaluate risk profile: Compare volatility, drawdowns, and correlation to avoid false diversification assumptions.
  • Document the thesis: Record where JPMorgan Smartretirement leads or lags and what catalysts could close or widen the gap.
Use this as an educational baseline, then validate conclusions with current filings, market conditions, and portfolio objectives.

Peer Comparison Metrics & Methodology

Revenue growth ranking for JPMorgan Smartretirement within its peer group shows whether it is gaining or losing competitive position - useful alongside absolute growth rates. The peer set can help frame whether recent outperformance is broad-based or company-specific.

The analytics block for JPMorgan Smartretirement 2035 relies on fund disclosures and market reference feeds, with quality checks and normalization applied before rendering. Timing can vary by data vendor.

This content is curated and reviewed by:

Rifka Kats - Member of Macroaxis Editorial Board
Last reviewed on February 28th, 2026
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