Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JPTKX (JPMORGAN SMARTRETIREMENT* BLEND 2035 FUND CLASS R4) | 8.17% | 20.53% | 14.66% | 7.47% | NA | NA | NA | … | … |
Data as of 06/17/2026, Common starting date is 06/05/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JPTKX (JPMORGAN SMARTRETIREMENT* BLEND 2035 FUND CLASS R4) | 06/05/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.03 | 20.53 | 14.66 | 7.47 | NA | NA | NA | … | … | 8.17 | 18.05 | 8.93 | 19.78 | -16.91 | 13.84 | 12.36 | 21.97 | -7.60 | 8.47 |
| Sharpe Ratio | NA | 1.74 | 1.08 | 0.39 | NA | NA | NA | … | … | 1.44 | 1.28 | 0.56 | 1.64 | -1.08 | 1.42 | 0.49 | 2.48 | -0.78 | 2.78 |
| Standard Deviation(%) | NA | 9.67 | 10.80 | 12.10 | NA | NA | NA | … | … | 11.70 | 12.05 | 9.52 | 9.92 | 17.05 | 9.72 | 24.54 | 8.27 | 11.58 | 5.18 |
| Draw Down(%) | NA | 7.14 | 11.80 | 23.49 | NA | NA | NA | … | … | 7.14 | 11.80 | 5.21 | 9.44 | 23.48 | 4.45 | 28.42 | 4.36 | 15.42 | 1.63 |
| Yield(%) | 0.00 | 3.05 | 2.99 | 2.97 | 3.20 | 2.13 | 1.60 | … | … | 0.00 | 3.21 | 2.84 | 2.63 | 1.76 | 5.96 | 1.68 | 3.03 | 4.88 | 1.87 |
Data as of 06/17/2026, 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 |
|---|---|---|---|---|
| JPTKX (JPMORGAN SMARTRETIREMENT* BLEND 2035 FUND CLASS R4) |
1.58%
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 |
|---|---|---|---|---|
| JPTKX (JPMORGAN SMARTRETIREMENT* BLEND 2035 FUND CLASS R4) |
17.07%
Sep 2022 – Sep 2025 |
11.14%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart