Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JBTBX (JPMORGAN SMARTRETIREMENT* BLEND 2025 FUND CLASS R4) | 5.96% | 14.78% | 11.12% | 5.10% | NA | NA | NA | … | … |
Data as of 06/16/2026, Common starting date is 06/05/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JBTBX (JPMORGAN SMARTRETIREMENT* BLEND 2025 FUND CLASS R4) | 06/05/2017 | 06/16/2026 |
| 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 (%) | 1.29 | 14.78 | 11.12 | 5.10 | NA | NA | NA | … | … | 5.96 | 13.88 | 5.54 | 16.55 | -15.47 | 8.80 | 11.09 | 18.00 | -5.96 | 6.89 |
| Sharpe Ratio | NA | 1.68 | 1.01 | 0.27 | NA | NA | NA | … | … | 1.24 | 1.41 | 0.26 | 1.67 | -1.37 | 1.29 | 0.64 | 2.97 | -0.84 | 2.79 |
| Standard Deviation(%) | NA | 6.64 | 7.89 | 8.76 | NA | NA | NA | … | … | 8.11 | 7.95 | 7.44 | 7.81 | 12.36 | 6.82 | 16.83 | 5.57 | 8.76 | 4.12 |
| Draw Down(%) | NA | 5.15 | 7.50 | 20.73 | NA | NA | NA | … | … | 5.15 | 7.43 | 4.36 | 7.50 | 20.50 | 3.26 | 21.89 | 2.56 | 12.07 | 1.27 |
| Yield(%) | 0.00 | 3.67 | 3.51 | 3.19 | 3.36 | 2.24 | 1.68 | … | … | 0.00 | 3.84 | 3.48 | 3.05 | 2.07 | 5.34 | 3.64 | 3.19 | 4.77 | 1.87 |
Data as of 06/16/2026, 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 |
|---|---|---|---|---|
| JBTBX (JPMORGAN SMARTRETIREMENT* BLEND 2025 FUND CLASS R4) |
0.11%
Apr 2021 – Apr 2024 |
2.15%
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 |
|---|---|---|---|---|
| JBTBX (JPMORGAN SMARTRETIREMENT* BLEND 2025 FUND CLASS R4) |
12.99%
Sep 2022 – Sep 2025 |
7.87%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart