Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JBYSX (JPMORGAN SMARTRETIREMENT* BLEND 2025 FUND CLASS R6) | 4.45% | 13.93% | 11.43% | 5.01% | 7.18% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 07/03/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JBYSX (JPMORGAN SMARTRETIREMENT* BLEND 2025 FUND CLASS R6) | 07/03/2012 | 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 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.31 | 13.93 | 11.43 | 5.01 | 7.18 | NA | NA | … | … | 4.45 | 14.19 | 5.46 | 17.16 | -15.25 | 9.09 | 11.33 | 18.35 | -5.74 | 15.56 | 6.73 | -0.67 | 6.11 | 16.24 | 5.67 |
| Sharpe Ratio | NA | 1.74 | 1.03 | 0.28 | 0.60 | NA | NA | … | … | 1.02 | 1.45 | 0.24 | 1.72 | -1.35 | 1.33 | 0.66 | 3.00 | -0.81 | 3.53 | 0.74 | -0.07 | 0.81 | 1.93 | 1.50 |
| Standard Deviation(%) | NA | 6.49 | 7.94 | 8.80 | 9.26 | NA | NA | … | … | 8.02 | 7.93 | 7.60 | 7.94 | 12.41 | 6.82 | 16.82 | 5.62 | 8.79 | 4.24 | 8.83 | 9.63 | 7.57 | 8.39 | 7.92 |
| Draw Down(%) | NA | 5.15 | 7.40 | 20.56 | 21.84 | NA | NA | … | … | 5.15 | 7.39 | 4.65 | 7.40 | 20.34 | 3.26 | 21.84 | 2.61 | 11.89 | 1.38 | 6.86 | 8.68 | 5.45 | 7.15 | 4.12 |
| Yield(%) | 0.00 | 3.95 | 3.86 | 3.40 | 4.12 | 4.07 | 3.05 | … | … | 0.00 | 4.11 | 3.75 | 3.39 | 2.25 | 5.57 | 3.89 | 3.47 | 5.13 | 2.55 | 2.03 | 2.31 | 2.69 | 2.27 | 1.62 |
Data as of 06/05/2026, Common starting date is 07/03/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JBYSX (JPMORGAN SMARTRETIREMENT* BLEND 2025 FUND CLASS R6) |
0.37%
Apr 2021 – Apr 2024 |
2.40%
Sep 2017 – Sep 2022 |
4.61%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JBYSX (JPMORGAN SMARTRETIREMENT* BLEND 2025 FUND CLASS R6) |
13.27%
Sep 2022 – Sep 2025 |
9.86%
Feb 2016 – Feb 2021 |
7.84%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart