Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JFFPX (JPMORGAN SMARTRETIREMENT 2055 FUND CLASS R3) | 6.60% | 19.24% | 16.31% | 7.76% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/15/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JFFPX (JPMORGAN SMARTRETIREMENT 2055 FUND CLASS R3) | 09/15/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.32 | 19.24 | 16.31 | 7.76 | NA | NA | NA | … | … | 6.60 | 15.53 | 12.29 | 21.69 | -18.71 | 17.20 | 15.08 | 24.39 | -10.06 | 21.50 | -0.29 |
| Sharpe Ratio | NA | 1.40 | 0.99 | 0.35 | NA | NA | NA | … | … | 0.94 | 0.82 | 0.77 | 1.54 | -0.97 | 1.38 | 0.49 | 2.31 | -0.85 | 3.17 | -0.14 |
| Standard Deviation(%) | NA | 11.86 | 13.16 | 14.85 | NA | NA | NA | … | … | 14.46 | 15.67 | 11.29 | 11.78 | 20.83 | 12.45 | 30.13 | 9.92 | 13.54 | 6.61 | 8.88 |
| Draw Down(%) | NA | 9.15 | 15.17 | 25.94 | NA | NA | NA | … | … | 9.15 | 15.17 | 7.15 | 10.48 | 25.93 | 5.33 | 33.23 | 5.64 | 19.08 | 2.05 | 4.58 |
| Yield(%) | 0.00 | 4.74 | 3.33 | 5.10 | 5.88 | 3.92 | 2.94 | … | … | 0.00 | 4.99 | 2.26 | 1.63 | 7.26 | 12.73 | 4.07 | 8.68 | 3.40 | 3.93 | 0.00 |
Data as of 06/05/2026, Common starting date is 09/15/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JFFPX (JPMORGAN SMARTRETIREMENT 2055 FUND CLASS R3) |
0.27%
Mar 2017 – Mar 2020 |
3.52%
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 |
|---|---|---|---|---|
| JFFPX (JPMORGAN SMARTRETIREMENT 2055 FUND CLASS R3) |
19.50%
Sep 2022 – Sep 2025 |
13.62%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart