Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JATQX (JPMORGAN SMARTRETIREMENT BLEND 2060 FUND CLASS R3) | 9.32% | 23.22% | 17.57% | 8.92% | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 06/06/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JATQX (JPMORGAN SMARTRETIREMENT BLEND 2060 FUND CLASS R3) | 06/06/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.61 | 23.22 | 17.57 | 8.92 | NA | NA | NA | … | … | 9.32 | 20.92 | 13.74 | 19.49 | -17.84 | 17.20 | 12.50 | 24.13 | -8.41 | 9.22 |
| Sharpe Ratio | NA | 1.74 | 1.09 | 0.43 | NA | NA | NA | … | … | 1.31 | 1.17 | 0.90 | 1.36 | -0.95 | 1.44 | 0.41 | 2.28 | -0.75 | 2.84 |
| Standard Deviation(%) | NA | 12.19 | 13.32 | 14.77 | NA | NA | NA | … | … | 14.84 | 15.73 | 11.22 | 11.74 | 20.44 | 11.93 | 29.83 | 9.95 | 13.09 | 5.60 |
| Draw Down(%) | NA | 9.05 | 15.38 | 25.48 | NA | NA | NA | … | … | 9.05 | 15.38 | 7.31 | 11.03 | 25.48 | 5.33 | 32.59 | 5.49 | 17.15 | 1.79 |
| Yield(%) | 0.00 | 2.46 | 1.88 | 2.02 | 2.31 | 1.54 | 1.15 | … | … | 0.00 | 2.62 | 2.28 | 0.00 | 1.05 | 4.69 | 1.10 | 2.31 | 2.60 | 1.93 |
Data as of 06/09/2026, Common starting date is 06/06/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JATQX (JPMORGAN SMARTRETIREMENT BLEND 2060 FUND CLASS R3) |
2.12%
Sep 2019 – Sep 2022 |
3.39%
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 |
|---|---|---|---|---|
| JATQX (JPMORGAN SMARTRETIREMENT BLEND 2060 FUND CLASS R3) |
20.02%
Sep 2022 – Sep 2025 |
13.22%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart