Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JSBPX (Jpmorgan Trust IV – Smartretirement Blend 2065 Fund) | 8.84% | 23.56% | 17.55% | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/02/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JSBPX (Jpmorgan Trust IV – Smartretirement Blend 2065 Fund) | 11/02/2022 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.45 | 23.56 | 17.55 | NA | NA | NA | NA | … | … | 8.84 | 19.45 | 12.49 | 18.85 | 4.92 |
| Sharpe Ratio | NA | 1.72 | 1.08 | NA | NA | NA | NA | … | … | 1.31 | 1.07 | 0.79 | 1.32 | 1.54 |
| Standard Deviation(%) | NA | 12.16 | 13.26 | NA | NA | NA | NA | … | … | 14.80 | 15.55 | 11.25 | 11.64 | 20.95 |
| Draw Down(%) | NA | 9.09 | 15.33 | NA | NA | NA | NA | … | … | 9.09 | 15.33 | 7.22 | 10.67 | 5.14 |
| Yield(%) | 0.00 | 2.30 | 1.89 | 1.38 | 0.69 | 0.46 | 0.34 | … | … | 0.00 | 2.42 | 1.47 | 1.22 | 0.54 |
Data as of 06/05/2026, Common starting date is 11/02/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSBPX (Jpmorgan Trust IV – Smartretirement Blend 2065 Fund) |
14.87%
Mar 2023 – Mar 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSBPX (Jpmorgan Trust IV – Smartretirement Blend 2065 Fund) |
19.39%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart