Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JSBQX (Jpmorgan Trust IV – Smartretirement Blend 2065 Fund) | 9.00% | 23.90% | 17.84% | 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 |
|---|---|---|
| JSBQX (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 | 23.90 | 17.84 | NA | NA | NA | NA | … | … | 9.00 | 19.65 | 12.53 | 19.45 | 4.96 |
| Sharpe Ratio | NA | 1.75 | 1.10 | NA | NA | NA | NA | … | … | 1.33 | 1.09 | 0.79 | 1.37 | 1.56 |
| Standard Deviation(%) | NA | 12.13 | 13.26 | NA | NA | NA | NA | … | … | 14.80 | 15.50 | 11.32 | 11.65 | 20.91 |
| Draw Down(%) | NA | 9.08 | 15.32 | NA | NA | NA | NA | … | … | 9.08 | 15.32 | 7.26 | 10.60 | 5.08 |
| Yield(%) | 0.00 | 2.51 | 2.15 | 1.56 | 0.78 | 0.52 | 0.39 | … | … | 0.00 | 2.65 | 1.72 | 1.49 | 0.58 |
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 |
|---|---|---|---|---|
| JSBQX (Jpmorgan Trust IV – Smartretirement Blend 2065 Fund) |
15.17%
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 |
|---|---|---|---|---|
| JSBQX (Jpmorgan Trust IV – Smartretirement Blend 2065 Fund) |
19.68%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart