Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JBBSX (JPMORGAN SMARTRETIREMENT* BLEND 2025 FUND CLASS R5) | 5.88% | 15.16% | 11.83% | 5.22% | 7.23% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/03/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JBBSX (JPMORGAN SMARTRETIREMENT* BLEND 2025 FUND CLASS R5) | 07/03/2012 | 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 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.15 | 15.16 | 11.83 | 5.22 | 7.23 | NA | NA | … | … | 5.88 | 14.09 | 5.54 | 16.86 | -15.32 | 8.98 | 11.21 | 18.18 | -5.82 | 15.46 | 6.68 | -0.77 | 6.17 | 16.15 | 5.65 |
| Sharpe Ratio | NA | 2.08 | 1.13 | 0.32 | 0.61 | NA | NA | … | … | 1.56 | 1.44 | 0.25 | 1.70 | -1.36 | 1.31 | 0.65 | 2.98 | -0.82 | 3.49 | 0.74 | -0.08 | 0.81 | 1.91 | 1.50 |
| Standard Deviation(%) | NA | 6.37 | 7.88 | 8.76 | 9.24 | NA | NA | … | … | 7.94 | 7.93 | 7.55 | 7.86 | 12.37 | 6.83 | 16.81 | 5.60 | 8.78 | 4.26 | 8.79 | 9.62 | 7.59 | 8.44 | 7.90 |
| Draw Down(%) | NA | 5.15 | 7.45 | 20.59 | 21.85 | NA | NA | … | … | 5.15 | 7.38 | 4.48 | 7.45 | 20.38 | 3.26 | 21.85 | 2.56 | 11.96 | 1.38 | 6.91 | 8.70 | 5.46 | 7.15 | 4.13 |
| Yield(%) | 0.00 | 3.86 | 3.73 | 3.31 | 4.00 | 3.96 | 2.97 | … | … | 0.00 | 4.03 | 3.64 | 3.21 | 2.15 | 5.46 | 3.78 | 3.36 | 5.04 | 2.45 | 1.98 | 2.27 | 2.64 | 2.25 | 1.59 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| JBBSX (JPMORGAN SMARTRETIREMENT* BLEND 2025 FUND CLASS R5) |
0.26%
Apr 2021 – Apr 2024 |
2.30%
Sep 2017 – Sep 2022 |
4.53%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JBBSX (JPMORGAN SMARTRETIREMENT* BLEND 2025 FUND CLASS R5) |
13.17%
Sep 2022 – Sep 2025 |
9.75%
Feb 2016 – Feb 2021 |
7.74%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart