Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JTRBX (JPMorgan SmartRetirement Blend 2055 Fd R) | 7.71% | 20.77% | 16.47% | 8.23% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 06/05/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JTRBX (JPMorgan SmartRetirement Blend 2055 Fd R) | 06/05/2017 | 06/10/2026 |
| 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 (%) | -3.27 | 20.77 | 16.47 | 8.23 | NA | NA | NA | … | … | 7.71 | 20.58 | 11.63 | 21.23 | -18.16 | 16.96 | 12.34 | 23.76 | -9.06 | 8.90 |
| Sharpe Ratio | NA | 1.71 | 1.06 | 0.40 | NA | NA | NA | … | … | 1.29 | 1.15 | 0.44 | 1.45 | -0.96 | 1.42 | 0.40 | 2.24 | -0.79 | 2.67 |
| Standard Deviation(%) | NA | 12.16 | 13.41 | 14.83 | NA | NA | NA | … | … | 14.80 | 15.69 | 11.48 | 11.84 | 20.45 | 11.95 | 29.98 | 9.99 | 13.10 | 5.71 |
| Draw Down(%) | NA | 9.06 | 15.49 | 25.69 | NA | NA | NA | … | … | 9.06 | 15.49 | 7.36 | 11.11 | 25.69 | 5.38 | 32.68 | 5.52 | 17.63 | 1.81 |
| Yield(%) | 0.00 | 2.23 | 2.14 | 2.21 | 2.42 | 1.61 | 1.21 | … | … | 0.00 | 2.38 | 1.72 | 1.97 | 0.87 | 5.05 | 0.91 | 1.84 | 3.88 | 1.45 |
Data as of 06/10/2026, 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 |
|---|---|---|---|---|
| JTRBX (JPMorgan SmartRetirement Blend 2055 Fd R) |
1.87%
Sep 2019 – Sep 2022 |
3.04%
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 |
|---|---|---|---|---|
| JTRBX (JPMorgan SmartRetirement Blend 2055 Fd R) |
19.69%
Sep 2022 – Sep 2025 |
12.95%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart