Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JPTLX (JPMORGAN SMARTRETIREMENT* BLEND 2035 FUND CLASS R3) | 7.01% | 18.60% | 14.48% | 6.91% | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 06/05/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JPTLX (JPMORGAN SMARTRETIREMENT* BLEND 2035 FUND CLASS R3) | 06/05/2017 | 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 (%) | -1.96 | 18.60 | 14.48 | 6.91 | NA | NA | NA | … | … | 7.01 | 17.77 | 9.62 | 18.42 | -17.10 | 13.56 | 12.05 | 21.69 | -7.85 | 8.31 |
| Sharpe Ratio | NA | 1.72 | 1.07 | 0.36 | NA | NA | NA | … | … | 1.18 | 1.27 | 0.33 | 1.47 | -1.09 | 1.39 | 0.48 | 2.46 | -0.79 | 2.71 |
| Standard Deviation(%) | NA | 9.44 | 10.60 | 11.98 | NA | NA | NA | … | … | 11.53 | 12.00 | 9.28 | 9.73 | 17.05 | 9.75 | 24.52 | 8.24 | 11.60 | 5.21 |
| Draw Down(%) | NA | 7.16 | 11.81 | 23.65 | NA | NA | NA | … | … | 7.16 | 11.81 | 5.26 | 9.49 | 23.62 | 4.46 | 28.46 | 4.37 | 15.64 | 1.63 |
| Yield(%) | 0.00 | 2.76 | 2.50 | 2.58 | 2.86 | 1.91 | 1.43 | … | … | 0.00 | 2.91 | 2.53 | 1.60 | 1.42 | 5.67 | 1.47 | 2.76 | 4.83 | 1.72 |
Data as of 06/09/2026, 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 |
|---|---|---|---|---|
| JPTLX (JPMORGAN SMARTRETIREMENT* BLEND 2035 FUND CLASS R3) |
1.35%
Sep 2019 – Sep 2022 |
2.79%
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 |
|---|---|---|---|---|
| JPTLX (JPMORGAN SMARTRETIREMENT* BLEND 2035 FUND CLASS R3) |
16.77%
Sep 2022 – Sep 2025 |
10.87%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart