Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JPBRX (JPMORGAN SMARTRETIREMENT* BLEND 2035 FUND CLASS R5) | 6.08% | 17.44% | 14.32% | 7.05% | 9.38% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 07/03/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JPBRX (JPMORGAN SMARTRETIREMENT* BLEND 2035 FUND CLASS R5) | 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 (%) | -2.45 | 17.44 | 14.32 | 7.05 | 9.38 | NA | NA | … | … | 6.08 | 18.21 | 8.91 | 20.18 | -16.78 | 14.00 | 12.55 | 22.16 | -7.49 | 18.79 | 7.83 | -1.01 | 6.44 | 20.47 | 6.34 |
| Sharpe Ratio | NA | 1.77 | 1.10 | 0.39 | 0.60 | NA | NA | … | … | 1.22 | 1.30 | 0.55 | 1.68 | -1.07 | 1.44 | 0.50 | 2.49 | -0.77 | 3.36 | 0.68 | -0.09 | 0.68 | 2.02 | 1.34 |
| Standard Deviation(%) | NA | 9.44 | 10.75 | 12.06 | 12.91 | NA | NA | … | … | 11.52 | 12.02 | 9.57 | 9.93 | 17.05 | 9.74 | 24.50 | 8.31 | 11.58 | 5.41 | 11.23 | 12.21 | 9.41 | 10.14 | 9.95 |
| Draw Down(%) | NA | 7.11 | 11.76 | 23.38 | 28.42 | NA | NA | … | … | 7.11 | 11.76 | 5.24 | 9.42 | 23.38 | 4.45 | 28.42 | 4.32 | 15.29 | 1.63 | 9.07 | 10.73 | 6.91 | 7.81 | 5.27 |
| Yield(%) | 0.00 | 3.19 | 3.19 | 3.08 | 3.97 | 4.04 | 3.03 | … | … | 0.00 | 3.39 | 2.99 | 2.81 | 1.85 | 6.08 | 1.84 | 3.19 | 5.15 | 2.41 | 1.97 | 2.19 | 2.54 | 1.94 | 1.62 |
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 |
|---|---|---|---|---|
| JPBRX (JPMORGAN SMARTRETIREMENT* BLEND 2035 FUND CLASS R5) |
1.51%
Mar 2017 – Mar 2020 |
2.79%
Mar 2015 – Mar 2020 |
5.75%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPBRX (JPMORGAN SMARTRETIREMENT* BLEND 2035 FUND CLASS R5) |
17.24%
Sep 2022 – Sep 2025 |
11.80%
Oct 2016 – Oct 2021 |
10.02%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart