Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JNYAX (JPMORGAN SMARTRETIREMENT* BLEND 2050 FUND CLASS R6) | 8.04% | 21.67% | 17.36% | 9.03% | 11.10% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 07/03/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JNYAX (JPMORGAN SMARTRETIREMENT* BLEND 2050 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 (%) | -3.27 | 21.67 | 17.36 | 9.03 | 11.10 | NA | NA | … | … | 8.04 | 21.52 | 11.91 | 22.73 | -17.63 | 17.80 | 13.40 | 24.62 | -8.27 | 20.54 | 8.38 | -1.13 | 6.57 | 21.51 | 6.44 |
| Sharpe Ratio | NA | 1.79 | 1.12 | 0.46 | 0.61 | NA | NA | … | … | 1.35 | 1.21 | 0.71 | 1.61 | -0.93 | 1.49 | 0.44 | 2.32 | -0.74 | 3.33 | 0.67 | -0.09 | 0.66 | 2.06 | 1.35 |
| Standard Deviation(%) | NA | 12.15 | 13.48 | 14.87 | 15.65 | NA | NA | … | … | 14.76 | 15.72 | 11.61 | 11.94 | 20.47 | 11.94 | 29.96 | 9.99 | 13.13 | 6.00 | 12.23 | 13.07 | 9.94 | 10.41 | 10.06 |
| Draw Down(%) | NA | 8.93 | 15.33 | 25.31 | 32.62 | NA | NA | … | … | 8.93 | 15.33 | 7.32 | 10.95 | 25.31 | 5.31 | 32.62 | 5.47 | 17.05 | 1.82 | 9.86 | 11.48 | 7.31 | 7.89 | 5.32 |
| Yield(%) | 0.00 | 2.73 | 2.79 | 2.83 | 3.94 | 4.06 | 3.05 | … | … | 0.00 | 2.92 | 2.48 | 2.52 | 1.68 | 6.01 | 1.58 | 3.03 | 5.35 | 2.48 | 2.02 | 2.24 | 2.49 | 2.32 | 1.65 |
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 |
|---|---|---|---|---|
| JNYAX (JPMORGAN SMARTRETIREMENT* BLEND 2050 FUND CLASS R6) |
0.89%
Mar 2017 – Mar 2020 |
2.57%
Mar 2015 – Mar 2020 |
6.52%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JNYAX (JPMORGAN SMARTRETIREMENT* BLEND 2050 FUND CLASS R6) |
20.59%
Sep 2022 – Sep 2025 |
13.80%
Mar 2020 – Mar 2025 |
11.66%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart