Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JMBRX (JPMORGAN SMARTRETIREMENT* BLEND 2045 FUND CLASS R5) | 11.17% | 24.82% | 17.35% | 9.38% | 11.24% | NA | NA | … | … |
Data as of 06/16/2026, Common starting date is 07/03/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JMBRX (JPMORGAN SMARTRETIREMENT* BLEND 2045 FUND CLASS R5) | 07/03/2012 | 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 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.06 | 24.82 | 17.35 | 9.38 | 11.24 | NA | NA | … | … | 11.17 | 20.77 | 11.35 | 22.29 | -17.69 | 17.64 | 13.08 | 24.49 | -8.43 | 20.40 | 8.34 | -1.14 | 6.47 | 21.41 | 6.41 |
| Sharpe Ratio | NA | 1.77 | 1.11 | 0.45 | 0.61 | NA | NA | … | … | 1.55 | 1.22 | 0.69 | 1.62 | -0.95 | 1.47 | 0.43 | 2.31 | -0.75 | 3.32 | 0.66 | -0.09 | 0.65 | 2.05 | 1.35 |
| Standard Deviation(%) | NA | 11.72 | 12.94 | 14.50 | 15.48 | NA | NA | … | … | 14.12 | 14.92 | 11.16 | 11.63 | 20.26 | 11.94 | 30.02 | 9.96 | 13.14 | 5.97 | 12.26 | 13.12 | 9.90 | 10.42 | 10.03 |
| Draw Down(%) | NA | 8.49 | 14.68 | 25.28 | 32.70 | NA | NA | … | … | 8.49 | 14.68 | 6.91 | 10.73 | 25.28 | 5.30 | 32.70 | 5.50 | 17.11 | 1.82 | 9.86 | 11.49 | 7.28 | 7.95 | 5.33 |
| Yield(%) | 0.00 | 2.66 | 2.68 | 2.76 | 3.81 | 3.91 | 2.93 | … | … | 0.00 | 2.84 | 2.47 | 2.43 | 1.62 | 5.79 | 1.47 | 2.81 | 4.98 | 2.40 | 1.98 | 2.18 | 2.44 | 2.23 | 1.63 |
Data as of 06/16/2026, 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 |
|---|---|---|---|---|
| JMBRX (JPMORGAN SMARTRETIREMENT* BLEND 2045 FUND CLASS R5) |
0.70%
Mar 2017 – Mar 2020 |
2.43%
Mar 2015 – Mar 2020 |
6.42%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JMBRX (JPMORGAN SMARTRETIREMENT* BLEND 2045 FUND CLASS R5) |
19.98%
Sep 2022 – Sep 2025 |
13.57%
Mar 2020 – Mar 2025 |
11.37%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart