See what your fund actually adds
JPMorgan SmartRetirement® 2070 Fund Class A JAJKX
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | JAJKX | Replication |
|---|---|---|
| Annualized growth | 16.9% | 28.7% |
| Annualized volatility | 12.1% | 12.7% |
| Sharpe ratio | 1.35 | 2.05 |
| Maximum drawdown | 3.2% | 3.7% |
| Replication fit (R²) | 0.92 · Tracking error 3.4% | |
Replication portfolio
The published portfolio below is the investable basket used to model JAJKX’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| VTI | US Broad Market | 100.0% |