Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JNTNX (JPMORGAN SMARTRETIREMENT* BLEND 2040 FUND CLASS R4) | 7.70% | 21.34% | 16.36% | 7.98% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/06/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JNTNX (JPMORGAN SMARTRETIREMENT* BLEND 2040 FUND CLASS R4) | 06/06/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.17 | 21.34 | 16.36 | 7.98 | NA | NA | NA | … | … | 7.70 | 19.56 | 10.29 | 20.98 | -17.36 | 15.65 | 12.76 | 23.54 | -8.22 | 9.37 |
| Sharpe Ratio | NA | 1.76 | 1.10 | 0.41 | NA | NA | NA | … | … | 1.27 | 1.25 | 0.64 | 1.61 | -1.00 | 1.44 | 0.45 | 2.35 | -0.76 | 2.87 |
| Standard Deviation(%) | NA | 10.62 | 11.92 | 13.37 | NA | NA | NA | … | … | 12.95 | 13.64 | 10.41 | 10.83 | 18.80 | 10.85 | 27.63 | 9.39 | 12.69 | 5.64 |
| Draw Down(%) | NA | 7.94 | 13.38 | 24.52 | NA | NA | NA | … | … | 7.94 | 13.38 | 6.20 | 10.15 | 24.52 | 4.90 | 30.85 | 5.07 | 16.74 | 1.82 |
| Yield(%) | 0.00 | 2.75 | 2.80 | 2.84 | 3.20 | 2.13 | 1.60 | … | … | 0.00 | 2.90 | 2.54 | 2.47 | 1.65 | 6.11 | 1.44 | 2.97 | 5.48 | 1.88 |
Data as of 06/05/2026, Common starting date is 06/06/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JNTNX (JPMORGAN SMARTRETIREMENT* BLEND 2040 FUND CLASS R4) |
2.03%
Sep 2019 – Sep 2022 |
3.36%
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 |
|---|---|---|---|---|
| JNTNX (JPMORGAN SMARTRETIREMENT* BLEND 2040 FUND CLASS R4) |
18.63%
Sep 2022 – Sep 2025 |
12.40%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart