Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JNTOX (JPMORGAN SMARTRETIREMENT* BLEND 2045 FUND CLASS R3) | 8.70% | 22.10% | 16.90% | 8.48% | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 06/06/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JNTOX (JPMORGAN SMARTRETIREMENT* BLEND 2045 FUND CLASS R3) | 06/06/2017 | 06/09/2026 |
| 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 (%) | -2.40 | 22.10 | 16.90 | 8.48 | NA | NA | NA | … | … | 8.70 | 20.28 | 12.05 | 20.58 | -18.03 | 17.20 | 12.59 | 24.00 | -8.76 | 9.36 |
| Sharpe Ratio | NA | 1.74 | 1.08 | 0.41 | NA | NA | NA | … | … | 1.28 | 1.19 | 0.77 | 1.48 | -0.96 | 1.44 | 0.41 | 2.26 | -0.77 | 2.82 |
| Standard Deviation(%) | NA | 11.49 | 12.77 | 14.41 | NA | NA | NA | … | … | 13.93 | 14.93 | 10.95 | 11.50 | 20.27 | 11.95 | 30.05 | 9.96 | 13.17 | 5.74 |
| Draw Down(%) | NA | 8.54 | 14.70 | 25.51 | NA | NA | NA | … | … | 8.54 | 14.70 | 6.95 | 10.81 | 25.51 | 5.35 | 32.72 | 5.51 | 17.44 | 1.87 |
| Yield(%) | 0.00 | 2.31 | 2.05 | 2.26 | 2.64 | 1.76 | 1.32 | … | … | 0.00 | 2.45 | 1.94 | 1.24 | 1.21 | 5.38 | 1.12 | 2.41 | 4.69 | 1.72 |
Data as of 06/09/2026, 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 |
|---|---|---|---|---|
| JNTOX (JPMORGAN SMARTRETIREMENT* BLEND 2045 FUND CLASS R3) |
2.13%
Sep 2019 – Sep 2022 |
3.29%
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 |
|---|---|---|---|---|
| JNTOX (JPMORGAN SMARTRETIREMENT* BLEND 2045 FUND CLASS R3) |
19.51%
Sep 2022 – Sep 2025 |
13.12%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart