Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JPTBX (JPMORGAN SMARTRETIREMENT* BLEND 2055 FUND SELECT CLASS) | 7.95% | 21.37% | 17.06% | 8.78% | 10.80% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 07/03/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JPTBX (JPMORGAN SMARTRETIREMENT* BLEND 2055 FUND SELECT CLASS) | 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 | 21.37 | 17.06 | 8.78 | 10.80 | NA | NA | … | … | 7.95 | 21.20 | 11.95 | 22.09 | -17.75 | 17.53 | 12.93 | 24.34 | -8.60 | 20.15 | 8.25 | -1.30 | 6.50 | 20.48 | 6.30 |
| Sharpe Ratio | NA | 1.76 | 1.10 | 0.44 | 0.59 | NA | NA | … | … | 1.33 | 1.19 | 0.72 | 1.56 | -0.94 | 1.46 | 0.42 | 2.30 | -0.76 | 3.26 | 0.66 | -0.10 | 0.65 | 1.97 | 1.33 |
| Standard Deviation(%) | NA | 12.15 | 13.44 | 14.84 | 15.64 | NA | NA | … | … | 14.79 | 15.71 | 11.53 | 11.90 | 20.43 | 11.96 | 29.98 | 9.93 | 13.11 | 6.00 | 12.25 | 13.10 | 9.93 | 10.35 | 10.01 |
| Draw Down(%) | NA | 9.00 | 15.41 | 25.39 | 32.64 | NA | NA | … | … | 9.00 | 15.41 | 7.33 | 10.99 | 25.39 | 5.35 | 32.64 | 5.48 | 17.24 | 1.85 | 9.81 | 11.50 | 7.30 | 7.95 | 5.38 |
| Yield(%) | 0.00 | 2.44 | 2.47 | 2.57 | 3.48 | 3.64 | 2.73 | … | … | 0.00 | 2.62 | 2.20 | 2.20 | 1.30 | 5.81 | 1.27 | 2.59 | 4.29 | 2.23 | 1.85 | 1.93 | 2.23 | 3.57 | 1.52 |
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 |
|---|---|---|---|---|
| JPTBX (JPMORGAN SMARTRETIREMENT* BLEND 2055 FUND SELECT CLASS) |
0.57%
Mar 2017 – Mar 2020 |
2.31%
Mar 2015 – Mar 2020 |
6.28%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPTBX (JPMORGAN SMARTRETIREMENT* BLEND 2055 FUND SELECT CLASS) |
20.30%
Sep 2022 – Sep 2025 |
13.53%
Mar 2020 – Mar 2025 |
11.37%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart