Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JIYBX (JPMORGAN SMARTRETIREMENT* BLEND INCOME FUND CLASS R6) | 3.83% | 12.42% | 10.42% | 4.59% | 5.88% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 07/03/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JIYBX (JPMORGAN SMARTRETIREMENT* BLEND INCOME FUND CLASS R6) | 07/03/2012 | 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 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.53 | 12.42 | 10.42 | 4.59 | 5.88 | NA | NA | … | … | 3.83 | 13.73 | 4.75 | 15.72 | -13.70 | 6.34 | 9.62 | 14.08 | -3.80 | 10.71 | 5.17 | -0.66 | 4.10 | 8.00 | 3.81 |
| Sharpe Ratio | NA | 1.73 | 1.01 | 0.29 | 0.59 | NA | NA | … | … | 0.99 | 1.52 | 0.16 | 1.69 | -1.50 | 1.27 | 0.80 | 3.59 | -0.92 | 3.52 | 0.92 | -0.13 | 0.93 | 1.60 | 1.97 |
| Standard Deviation(%) | NA | 6.22 | 7.44 | 7.70 | 7.17 | NA | NA | … | … | 7.73 | 7.27 | 7.19 | 7.20 | 10.14 | 4.97 | 11.71 | 3.52 | 5.68 | 2.87 | 5.36 | 5.53 | 4.41 | 4.96 | 4.01 |
| Draw Down(%) | NA | 4.92 | 6.58 | 18.23 | 18.23 | NA | NA | … | … | 4.92 | 6.55 | 4.63 | 6.58 | 17.92 | 2.46 | 16.88 | 1.32 | 7.88 | 1.23 | 3.93 | 5.59 | 3.18 | 5.26 | 2.10 |
| Yield(%) | 0.00 | 3.49 | 3.70 | 3.33 | 3.81 | 3.43 | 2.57 | … | … | 0.00 | 3.65 | 3.79 | 3.53 | 2.45 | 5.27 | 4.59 | 3.22 | 5.38 | 2.41 | 1.92 | 2.25 | 3.00 | 2.02 | 1.41 |
Data as of 06/10/2026, 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 |
|---|---|---|---|---|
| JIYBX (JPMORGAN SMARTRETIREMENT* BLEND INCOME FUND CLASS R6) |
-0.36%
Sep 2019 – Sep 2022 |
1.60%
Sep 2017 – Sep 2022 |
3.23%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JIYBX (JPMORGAN SMARTRETIREMENT* BLEND INCOME FUND CLASS R6) |
12.06%
Sep 2022 – Sep 2025 |
7.37%
Feb 2016 – Feb 2021 |
6.35%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart