Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JATUX (JPMORGAN SMARTRETIREMENT BLEND 2060 FUND CLASS R4) | 12.01% | 27.18% | 19.17% | 9.71% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/06/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JATUX (JPMORGAN SMARTRETIREMENT BLEND 2060 FUND CLASS R4) | 06/06/2017 | 06/04/2026 |
| 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 (%) | 0.33 | 27.18 | 19.17 | 9.71 | NA | NA | NA | … | … | 12.01 | 21.22 | 12.09 | 21.88 | -17.63 | 17.50 | 12.76 | 24.42 | -8.17 | 9.38 |
| Sharpe Ratio | NA | 2.15 | 1.22 | 0.50 | NA | NA | NA | … | … | 1.98 | 1.19 | 0.74 | 1.56 | -0.94 | 1.47 | 0.42 | 2.31 | -0.73 | 2.92 |
| Standard Deviation(%) | NA | 11.83 | 13.36 | 14.78 | NA | NA | NA | … | … | 14.44 | 15.71 | 11.50 | 11.83 | 20.43 | 11.93 | 29.91 | 9.94 | 13.13 | 5.56 |
| Draw Down(%) | NA | 9.02 | 15.35 | 25.31 | NA | NA | NA | … | … | 9.02 | 15.35 | 7.31 | 10.95 | 25.31 | 5.31 | 32.62 | 5.53 | 16.99 | 1.73 |
| Yield(%) | 0.00 | 2.49 | 2.51 | 2.46 | 2.70 | 1.80 | 1.35 | … | … | 0.00 | 2.64 | 2.30 | 2.03 | 1.40 | 4.98 | 1.25 | 2.57 | 2.62 | 2.09 |
Data as of 06/04/2026, Common starting date is 06/06/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JATUX (JPMORGAN SMARTRETIREMENT BLEND 2060 FUND CLASS R4) |
2.38%
Sep 2019 – Sep 2022 |
3.65%
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 |
|---|---|---|---|---|
| JATUX (JPMORGAN SMARTRETIREMENT BLEND 2060 FUND CLASS R4) |
20.31%
Sep 2022 – Sep 2025 |
13.51%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart