Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JATPX (JPMorgan SmartRetirement Blend 2060 Fund) | 8.76% | 23.48% | 17.51% | 8.53% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/05/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JATPX (JPMorgan SmartRetirement Blend 2060 Fund) | 06/05/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.46 | 23.48 | 17.51 | 8.53 | NA | NA | NA | … | … | 8.76 | 20.60 | 11.65 | 21.13 | -18.04 | 16.96 | 12.17 | 23.77 | -8.56 | 8.74 |
| Sharpe Ratio | NA | 2.10 | 1.18 | 0.46 | NA | NA | NA | … | … | 1.94 | 1.15 | 0.70 | 1.49 | -0.96 | 1.42 | 0.40 | 2.24 | -0.76 | 2.70 |
| Standard Deviation(%) | NA | 11.82 | 13.35 | 14.77 | NA | NA | NA | … | … | 14.44 | 15.71 | 11.49 | 11.79 | 20.42 | 11.92 | 29.88 | 9.97 | 13.12 | 5.51 |
| Draw Down(%) | NA | 9.06 | 15.38 | 25.58 | NA | NA | NA | … | … | 9.06 | 15.38 | 7.33 | 11.09 | 25.58 | 5.32 | 32.64 | 5.54 | 17.35 | 1.79 |
| Yield(%) | 0.00 | 2.04 | 2.09 | 2.08 | 2.21 | 1.47 | 1.11 | … | … | 0.00 | 2.15 | 1.83 | 1.87 | 1.08 | 4.29 | 0.84 | 1.94 | 2.32 | 1.66 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| JATPX (JPMorgan SmartRetirement Blend 2060 Fund) |
1.87%
Sep 2019 – Sep 2022 |
3.14%
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 |
|---|---|---|---|---|
| JATPX (JPMorgan SmartRetirement Blend 2060 Fund) |
19.73%
Sep 2022 – Sep 2025 |
12.94%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart