Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JIRBX (JPMorgan SmartRetirement Blend Income Fd) | 3.53% | 11.58% | 9.60% | 3.82% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 06/05/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JIRBX (JPMorgan SmartRetirement Blend Income Fd) | 06/05/2017 | 06/10/2026 |
| 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 (%) | -1.58 | 11.58 | 9.60 | 3.82 | NA | NA | NA | … | … | 3.53 | 12.94 | 4.74 | 14.05 | -14.35 | 5.53 | 8.82 | 13.19 | -4.52 | 4.45 |
| Sharpe Ratio | NA | 1.58 | 0.92 | 0.19 | NA | NA | NA | … | … | 0.89 | 1.40 | 0.16 | 1.50 | -1.57 | 1.11 | 0.73 | 3.34 | -1.05 | 2.59 |
| Standard Deviation(%) | NA | 6.27 | 7.28 | 7.60 | NA | NA | NA | … | … | 7.81 | 7.33 | 6.84 | 6.98 | 10.09 | 4.97 | 11.68 | 3.51 | 5.66 | 2.74 |
| Draw Down(%) | NA | 4.99 | 6.77 | 18.79 | NA | NA | NA | … | … | 4.99 | 6.65 | 3.93 | 6.77 | 18.37 | 2.54 | 16.97 | 1.30 | 8.51 | 0.81 |
| Yield(%) | 0.00 | 2.98 | 3.00 | 2.67 | 2.77 | 1.85 | 1.39 | … | … | 0.00 | 3.11 | 2.99 | 2.75 | 1.77 | 4.22 | 3.86 | 2.42 | 4.65 | 1.37 |
Data as of 06/10/2026, 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 |
|---|---|---|---|---|
| JIRBX (JPMorgan SmartRetirement Blend Income Fd) |
-1.10%
Sep 2019 – Sep 2022 |
0.84%
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 |
|---|---|---|---|---|
| JIRBX (JPMorgan SmartRetirement Blend Income Fd) |
11.23%
Sep 2022 – Sep 2025 |
5.59%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart