Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JBSSX (JPMORGAN SMARTRETIREMENT* BLEND 2025 FUND SELECT CLASS) | 5.31% | 14.41% | 10.99% | 5.01% | 7.16% | NA | NA | … | … |
Data as of 06/17/2026, Common starting date is 07/03/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JBSSX (JPMORGAN SMARTRETIREMENT* BLEND 2025 FUND SELECT CLASS) | 07/03/2012 | 06/17/2026 |
| 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 (%) | 1.30 | 14.41 | 10.99 | 5.01 | 7.16 | NA | NA | … | … | 5.31 | 13.92 | 5.46 | 16.55 | -15.45 | 8.82 | 11.06 | 18.01 | -5.99 | 15.29 | 6.54 | -0.96 | 5.93 | 15.91 | 5.55 |
| Sharpe Ratio | NA | 1.68 | 1.01 | 0.27 | 0.59 | NA | NA | … | … | 1.24 | 1.42 | 0.24 | 1.67 | -1.37 | 1.29 | 0.64 | 2.92 | -0.84 | 3.45 | 0.72 | -0.10 | 0.78 | 1.88 | 1.46 |
| Standard Deviation(%) | NA | 6.62 | 7.90 | 8.77 | 9.25 | NA | NA | … | … | 8.08 | 7.95 | 7.50 | 7.81 | 12.34 | 6.82 | 16.83 | 5.66 | 8.80 | 4.26 | 8.81 | 9.58 | 7.55 | 8.44 | 7.94 |
| Draw Down(%) | NA | 5.14 | 7.48 | 20.71 | 21.91 | NA | NA | … | … | 5.14 | 7.45 | 4.43 | 7.48 | 20.48 | 3.26 | 21.91 | 2.61 | 12.12 | 1.38 | 6.92 | 8.75 | 5.50 | 7.21 | 4.17 |
| Yield(%) | 0.00 | 3.70 | 3.53 | 3.13 | 3.85 | 3.74 | 2.80 | … | … | 0.00 | 3.86 | 3.46 | 3.11 | 1.70 | 5.31 | 3.65 | 3.19 | 4.88 | 2.29 | 1.84 | 2.07 | 2.46 | 2.03 | 1.49 |
Data as of 06/17/2026, 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 |
|---|---|---|---|---|
| JBSSX (JPMORGAN SMARTRETIREMENT* BLEND 2025 FUND SELECT CLASS) |
0.12%
Apr 2021 – Apr 2024 |
2.15%
Sep 2017 – Sep 2022 |
4.36%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JBSSX (JPMORGAN SMARTRETIREMENT* BLEND 2025 FUND SELECT CLASS) |
12.98%
Sep 2022 – Sep 2025 |
9.58%
Feb 2016 – Feb 2021 |
7.58%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart