Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JNABX (JPMORGAN SMARTRETIREMENT* BLEND 2050 FUND CLASS R5) | 8.02% | 21.56% | 17.23% | 8.92% | 10.99% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 07/03/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JNABX (JPMORGAN SMARTRETIREMENT* BLEND 2050 FUND CLASS R5) | 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 (%) | -3.28 | 21.56 | 17.23 | 8.92 | 10.99 | NA | NA | … | … | 8.02 | 21.40 | 11.95 | 22.39 | -17.71 | 17.69 | 13.29 | 24.52 | -8.40 | 20.43 | 8.33 | -1.17 | 6.53 | 21.40 | 6.41 |
| Sharpe Ratio | NA | 1.78 | 1.12 | 0.45 | 0.60 | NA | NA | … | … | 1.35 | 1.20 | 0.72 | 1.59 | -0.94 | 1.48 | 0.43 | 2.31 | -0.75 | 3.32 | 0.66 | -0.09 | 0.66 | 2.06 | 1.35 |
| Standard Deviation(%) | NA | 12.13 | 13.44 | 14.85 | 15.65 | NA | NA | … | … | 14.76 | 15.71 | 11.56 | 11.89 | 20.46 | 11.94 | 30.01 | 9.96 | 13.11 | 5.98 | 12.25 | 13.07 | 9.90 | 10.38 | 10.03 |
| Draw Down(%) | NA | 8.96 | 15.34 | 25.39 | 32.64 | NA | NA | … | … | 8.96 | 15.34 | 7.32 | 10.96 | 25.39 | 5.31 | 32.64 | 5.51 | 17.12 | 1.82 | 9.87 | 11.45 | 7.32 | 7.89 | 5.33 |
| Yield(%) | 0.00 | 2.64 | 2.66 | 2.73 | 3.80 | 3.93 | 2.95 | … | … | 0.00 | 2.82 | 2.37 | 2.34 | 1.59 | 5.89 | 1.48 | 2.92 | 5.27 | 2.38 | 1.96 | 2.20 | 2.44 | 2.28 | 1.63 |
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 |
|---|---|---|---|---|
| JNABX (JPMORGAN SMARTRETIREMENT* BLEND 2050 FUND CLASS R5) |
0.79%
Mar 2017 – Mar 2020 |
2.49%
Mar 2015 – Mar 2020 |
6.44%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JNABX (JPMORGAN SMARTRETIREMENT* BLEND 2050 FUND CLASS R5) |
20.47%
Sep 2022 – Sep 2025 |
13.69%
Mar 2020 – Mar 2025 |
11.55%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart