Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JAABX (JPMORGAN SMARTRETIREMENT BLEND 2060 FUND CLASS R5) | 9.53% | 23.71% | 18.04% | 9.36% | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 09/01/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JAABX (JPMORGAN SMARTRETIREMENT BLEND 2060 FUND CLASS R5) | 09/01/2016 | 06/09/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.57 | 23.71 | 18.04 | 9.36 | NA | NA | NA | … | … | 9.53 | 21.38 | 12.17 | 22.15 | -17.50 | 17.68 | 12.93 | 24.58 | -8.01 | 20.37 | 1.29 |
| Sharpe Ratio | NA | 1.78 | 1.12 | 0.45 | NA | NA | NA | … | … | 1.35 | 1.20 | 0.74 | 1.58 | -0.93 | 1.48 | 0.42 | 2.33 | -0.72 | 3.34 | 0.39 |
| Standard Deviation(%) | NA | 12.19 | 13.44 | 14.82 | NA | NA | NA | … | … | 14.81 | 15.74 | 11.51 | 11.83 | 20.40 | 11.94 | 29.91 | 9.93 | 13.12 | 5.93 | 9.56 |
| Draw Down(%) | NA | 8.99 | 15.32 | 25.24 | NA | NA | NA | … | … | 8.99 | 15.32 | 7.31 | 10.91 | 25.24 | 5.32 | 32.59 | 5.48 | 16.82 | 1.73 | 4.93 |
| Yield(%) | 0.00 | 2.63 | 2.64 | 2.57 | 3.29 | 2.20 | 1.65 | … | … | 0.00 | 2.81 | 2.43 | 2.18 | 1.45 | 5.12 | 1.46 | 2.76 | 2.96 | 2.61 | 1.22 |
Data as of 06/09/2026, Common starting date is 09/01/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JAABX (JPMORGAN SMARTRETIREMENT BLEND 2060 FUND CLASS R5) |
0.90%
Mar 2017 – Mar 2020 |
3.82%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JAABX (JPMORGAN SMARTRETIREMENT BLEND 2060 FUND CLASS R5) |
20.49%
Sep 2022 – Sep 2025 |
13.68%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart