Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JNNRX (JPMorgan SmartRetirement Blend 2050 Fd R) | 7.71% | 20.79% | 16.48% | 8.22% | 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 |
|---|---|---|
| JNNRX (JPMorgan SmartRetirement Blend 2050 Fd R) | 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 (%) | -3.28 | 20.79 | 16.48 | 8.22 | NA | NA | NA | … | … | 7.71 | 20.63 | 11.52 | 21.32 | -18.24 | 16.92 | 12.52 | 23.75 | -8.97 | 8.91 |
| Sharpe Ratio | NA | 1.72 | 1.06 | 0.40 | NA | NA | NA | … | … | 1.29 | 1.15 | 0.69 | 1.50 | -0.97 | 1.41 | 0.41 | 2.23 | -0.79 | 2.67 |
| Standard Deviation(%) | NA | 12.14 | 13.41 | 14.83 | NA | NA | NA | … | … | 14.76 | 15.71 | 11.50 | 11.86 | 20.46 | 11.96 | 30.00 | 9.99 | 13.12 | 5.70 |
| Draw Down(%) | NA | 9.01 | 15.42 | 25.73 | NA | NA | NA | … | … | 9.01 | 15.42 | 7.36 | 11.14 | 25.73 | 5.37 | 32.66 | 5.53 | 17.61 | 1.87 |
| Yield(%) | 0.00 | 1.50 | 1.87 | 2.16 | 2.47 | 1.65 | 1.23 | … | … | 0.00 | 1.60 | 1.78 | 2.02 | 1.44 | 4.99 | 0.92 | 2.00 | 4.71 | 1.44 |
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 |
|---|---|---|---|---|
| JNNRX (JPMorgan SmartRetirement Blend 2050 Fd R) |
1.91%
Sep 2019 – Sep 2022 |
3.07%
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 |
|---|---|---|---|---|
| JNNRX (JPMorgan SmartRetirement Blend 2050 Fd R) |
19.68%
Sep 2022 – Sep 2025 |
12.96%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart