Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JBRSX (JPMorgan SmartRetirement Blend 2025 Fd R) | 4.11% | 13.07% | 10.59% | 4.22% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/05/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JBRSX (JPMorgan SmartRetirement Blend 2025 Fd R) | 06/05/2017 | 06/05/2026 |
| 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 (%) | -1.36 | 13.07 | 10.59 | 4.22 | NA | NA | NA | … | … | 4.11 | 13.35 | 5.39 | 15.53 | -15.88 | 8.28 | 10.47 | 17.45 | -6.44 | 6.57 |
| Sharpe Ratio | NA | 1.61 | 0.94 | 0.20 | NA | NA | NA | … | … | 0.92 | 1.34 | 0.24 | 1.55 | -1.40 | 1.22 | 0.60 | 2.83 | -0.90 | 2.70 |
| Standard Deviation(%) | NA | 6.49 | 7.77 | 8.70 | NA | NA | NA | … | … | 8.00 | 7.95 | 7.29 | 7.70 | 12.37 | 6.79 | 16.84 | 5.65 | 8.76 | 4.05 |
| Draw Down(%) | NA | 5.21 | 7.62 | 21.11 | NA | NA | NA | … | … | 5.21 | 7.50 | 4.03 | 7.62 | 20.82 | 3.31 | 21.89 | 2.61 | 12.50 | 1.27 |
| Yield(%) | 0.00 | 3.24 | 3.09 | 2.77 | 2.91 | 1.94 | 1.45 | … | … | 0.00 | 3.36 | 2.98 | 2.64 | 1.61 | 4.78 | 3.18 | 2.65 | 4.41 | 1.47 |
Data as of 06/05/2026, Common starting date is 06/05/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JBRSX (JPMorgan SmartRetirement Blend 2025 Fd R) |
-0.39%
Apr 2021 – Apr 2024 |
1.64%
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 |
|---|---|---|---|---|
| JBRSX (JPMorgan SmartRetirement Blend 2025 Fd R) |
12.44%
Sep 2022 – Sep 2025 |
7.33%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart