Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JRBEX (JPMORGAN SMARTRETIREMENT* BLEND 2030 FUND SELECT CLASS) | 5.50% | 16.44% | 13.07% | 5.89% | 8.10% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 07/03/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JRBEX (JPMORGAN SMARTRETIREMENT* BLEND 2030 FUND SELECT CLASS) | 07/03/2012 | 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 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.67 | 16.44 | 13.07 | 5.89 | 8.10 | NA | NA | … | … | 5.50 | 16.16 | 7.15 | 18.27 | -16.36 | 11.14 | 11.91 | 20.08 | -6.84 | 17.22 | 7.17 | -1.09 | 6.19 | 18.26 | 5.85 |
| Sharpe Ratio | NA | 1.72 | 1.05 | 0.32 | 0.58 | NA | NA | … | … | 1.10 | 1.35 | 0.42 | 1.67 | -1.21 | 1.34 | 0.56 | 2.67 | -0.80 | 3.35 | 0.68 | -0.10 | 0.72 | 1.95 | 1.37 |
| Standard Deviation(%) | NA | 8.02 | 9.31 | 10.42 | 11.13 | NA | NA | … | … | 9.82 | 10.04 | 8.49 | 8.84 | 14.75 | 8.30 | 20.76 | 6.96 | 10.32 | 4.96 | 10.27 | 11.12 | 8.60 | 9.35 | 8.94 |
| Draw Down(%) | NA | 6.15 | 9.58 | 22.33 | 25.15 | NA | NA | … | … | 6.15 | 9.58 | 4.41 | 8.56 | 22.21 | 3.84 | 25.15 | 3.48 | 13.92 | 1.50 | 8.25 | 9.92 | 6.28 | 7.51 | 4.78 |
| Yield(%) | 0.00 | 3.28 | 3.25 | 2.95 | 3.77 | 3.78 | 2.84 | … | … | 0.00 | 3.43 | 3.08 | 2.85 | 1.59 | 5.44 | 2.72 | 3.19 | 5.26 | 2.26 | 1.84 | 2.02 | 2.48 | 1.83 | 1.46 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| JRBEX (JPMORGAN SMARTRETIREMENT* BLEND 2030 FUND SELECT CLASS) |
0.78%
Apr 2021 – Apr 2024 |
2.58%
Sep 2017 – Sep 2022 |
4.98%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JRBEX (JPMORGAN SMARTRETIREMENT* BLEND 2030 FUND SELECT CLASS) |
15.11%
Sep 2022 – Sep 2025 |
10.76%
Feb 2016 – Feb 2021 |
8.78%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart