Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JSBZX (Jpmorgan Trust IV – Smartretirement Blend 2065 Fund) | 8.72% | 23.27% | 17.26% | 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 |
|---|---|---|
| JSBZX (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 (%) | -2.49 | 23.27 | 17.26 | NA | NA | NA | NA | … | … | 8.72 | 19.14 | 12.44 | 18.40 | 4.81 |
| Sharpe Ratio | NA | 1.70 | 1.06 | NA | NA | NA | NA | … | … | 1.29 | 1.05 | 0.79 | 1.28 | 1.50 |
| Standard Deviation(%) | NA | 12.13 | 13.21 | NA | NA | NA | NA | … | … | 14.79 | 15.48 | 11.20 | 11.62 | 20.95 |
| Draw Down(%) | NA | 9.10 | 15.34 | NA | NA | NA | NA | … | … | 9.10 | 15.34 | 7.28 | 10.69 | 5.20 |
| Yield(%) | 0.00 | 2.10 | 1.61 | 1.18 | 0.59 | 0.39 | 0.30 | … | … | 0.00 | 2.21 | 1.17 | 0.95 | 0.50 |
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 |
|---|---|---|---|---|
| JSBZX (Jpmorgan Trust IV – Smartretirement Blend 2065 Fund) |
14.59%
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 |
|---|---|---|---|---|
| JSBZX (Jpmorgan Trust IV – Smartretirement Blend 2065 Fund) |
19.09%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart