Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JOBRX (JPMorgan SmartRetirement Blend 2040 Fd R) | 7.48% | 20.75% | 15.78% | 7.44% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/05/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JOBRX (JPMorgan SmartRetirement Blend 2040 Fd R) | 06/05/2017 | 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 (%) | -2.16 | 20.75 | 15.78 | 7.44 | NA | NA | NA | … | … | 7.48 | 18.96 | 10.03 | 20.08 | -17.78 | 15.09 | 12.19 | 22.86 | -8.66 | 8.81 |
| Sharpe Ratio | NA | 1.71 | 1.05 | 0.37 | NA | NA | NA | … | … | 1.23 | 1.20 | 0.62 | 1.54 | -1.02 | 1.39 | 0.43 | 2.29 | -0.79 | 2.67 |
| Standard Deviation(%) | NA | 10.61 | 11.87 | 13.35 | NA | NA | NA | … | … | 12.92 | 13.64 | 10.31 | 10.79 | 18.81 | 10.85 | 27.65 | 9.34 | 12.71 | 5.64 |
| Draw Down(%) | NA | 7.98 | 13.44 | 24.81 | NA | NA | NA | … | … | 7.98 | 13.44 | 6.20 | 10.26 | 24.81 | 4.93 | 30.89 | 5.12 | 17.07 | 1.82 |
| Yield(%) | 0.00 | 2.31 | 2.34 | 2.46 | 2.71 | 1.80 | 1.35 | … | … | 0.00 | 2.43 | 2.05 | 2.13 | 1.45 | 5.33 | 1.03 | 2.19 | 5.17 | 1.45 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| JOBRX (JPMorgan SmartRetirement Blend 2040 Fd R) |
1.52%
Sep 2019 – Sep 2022 |
2.85%
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 |
|---|---|---|---|---|
| JOBRX (JPMorgan SmartRetirement Blend 2040 Fd R) |
18.04%
Sep 2022 – Sep 2025 |
11.83%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart