Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JTYBX (JPMORGAN SMARTRETIREMENT* BLEND 2055 FUND CLASS R6) | 9.07% | 24.41% | 18.34% | 9.29% | 11.06% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 07/03/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JTYBX (JPMORGAN SMARTRETIREMENT* BLEND 2055 FUND CLASS R6) | 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 (%) | -2.46 | 24.41 | 18.34 | 9.29 | 11.06 | NA | NA | … | … | 9.07 | 21.50 | 11.96 | 22.68 | -17.57 | 17.85 | 13.23 | 24.67 | -8.37 | 20.41 | 8.44 | -1.02 | 6.69 | 20.89 | 6.43 |
| Sharpe Ratio | NA | 1.79 | 1.12 | 0.46 | 0.60 | NA | NA | … | … | 1.35 | 1.21 | 0.72 | 1.61 | -0.93 | 1.49 | 0.43 | 2.33 | -0.75 | 3.33 | 0.67 | -0.08 | 0.67 | 2.01 | 1.35 |
| Standard Deviation(%) | NA | 12.15 | 13.46 | 14.86 | 15.64 | NA | NA | … | … | 14.78 | 15.70 | 11.60 | 11.89 | 20.47 | 11.96 | 29.96 | 9.96 | 13.12 | 5.96 | 12.27 | 13.07 | 9.98 | 10.36 | 10.04 |
| Draw Down(%) | NA | 8.98 | 15.40 | 25.26 | 32.64 | NA | NA | … | … | 8.98 | 15.40 | 7.33 | 10.92 | 25.26 | 5.31 | 32.64 | 5.47 | 17.07 | 1.85 | 9.80 | 11.39 | 7.29 | 7.95 | 5.32 |
| Yield(%) | 0.00 | 2.71 | 2.80 | 2.82 | 3.79 | 4.01 | 3.01 | … | … | 0.00 | 2.86 | 2.50 | 2.47 | 1.63 | 6.08 | 1.54 | 2.86 | 4.56 | 2.49 | 2.04 | 2.15 | 2.48 | 3.83 | 1.65 |
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 |
|---|---|---|---|---|
| JTYBX (JPMORGAN SMARTRETIREMENT* BLEND 2055 FUND CLASS R6) |
0.82%
Mar 2017 – Mar 2020 |
2.55%
Mar 2015 – Mar 2020 |
6.53%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JTYBX (JPMORGAN SMARTRETIREMENT* BLEND 2055 FUND CLASS R6) |
20.59%
Sep 2022 – Sep 2025 |
13.81%
Mar 2020 – Mar 2025 |
11.64%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart