Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JBTUX (JPMORGAN SMARTRETIREMENT* BLEND 2025 FUND CLASS R3) | 4.47% | 13.34% | 10.81% | 4.54% | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 06/05/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JBTUX (JPMORGAN SMARTRETIREMENT* BLEND 2025 FUND CLASS R3) | 06/05/2017 | 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 (%) | -1.30 | 13.34 | 10.81 | 4.54 | NA | NA | NA | … | … | 4.47 | 13.64 | 6.97 | 14.37 | -15.66 | 8.52 | 10.80 | 17.69 | -6.18 | 6.73 |
| Sharpe Ratio | NA | 1.64 | 1.01 | 0.23 | NA | NA | NA | … | … | 0.94 | 1.39 | 0.49 | 1.46 | -1.39 | 1.25 | 0.63 | 2.90 | -0.86 | 2.75 |
| Standard Deviation(%) | NA | 6.50 | 7.53 | 8.56 | NA | NA | NA | … | … | 8.05 | 7.92 | 6.84 | 7.39 | 12.36 | 6.82 | 16.77 | 5.59 | 8.78 | 4.08 |
| Draw Down(%) | NA | 5.19 | 7.51 | 20.89 | NA | NA | NA | … | … | 5.19 | 7.45 | 3.45 | 7.51 | 20.63 | 3.27 | 21.90 | 2.61 | 12.31 | 1.27 |
| Yield(%) | 0.00 | 3.36 | 2.80 | 2.67 | 2.96 | 1.98 | 1.48 | … | … | 0.00 | 3.51 | 3.20 | 1.25 | 1.64 | 5.05 | 3.41 | 2.92 | 4.73 | 1.72 |
Data as of 06/09/2026, 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 |
|---|---|---|---|---|
| JBTUX (JPMORGAN SMARTRETIREMENT* BLEND 2025 FUND CLASS R3) |
-0.12%
Apr 2021 – Apr 2024 |
1.89%
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 |
|---|---|---|---|---|
| JBTUX (JPMORGAN SMARTRETIREMENT* BLEND 2025 FUND CLASS R3) |
12.71%
Sep 2022 – Sep 2025 |
7.60%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart