Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JBSRX (JPMORGAN SMARTRETIREMENT* BLEND 2020 FUND CLASS R5) | NA | 8.16% | 5.27% | 5.55% | 4.57% | NA | NA | … | … |
Data as of 05/02/2025, Common starting date is 07/03/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JBSRX (JPMORGAN SMARTRETIREMENT* BLEND 2020 FUND CLASS R5) | 07/03/2012 | 05/02/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 8.16 | 5.27 | 5.55 | 4.57 | NA | NA | … | … | 1.05 | 4.63 | 15.79 | -14.37 | 6.26 | 10.08 | 15.40 | -4.62 | 13.25 | 6.14 | -0.70 | 5.68 | 13.63 | 5.27 |
| Sharpe Ratio | NA | 0.61 | 0.24 | 0.46 | 0.41 | NA | NA | … | … | 0.01 | 0.14 | 1.69 | -1.57 | 1.25 | 0.78 | 3.38 | -0.86 | 3.52 | 0.79 | -0.09 | 0.88 | 1.86 | 1.64 |
| Standard Deviation(%) | NA | 7.85 | 8.59 | 7.82 | 7.82 | NA | NA | … | … | 10.67 | 7.22 | 7.25 | 10.09 | 5.01 | 12.49 | 4.13 | 7.02 | 3.59 | 7.50 | 8.14 | 6.45 | 7.29 | 6.72 |
| Draw Down(%) | NA | 6.58 | 10.14 | 18.36 | 18.36 | NA | NA | … | … | 6.58 | 4.65 | 6.57 | 18.03 | 2.50 | 17.79 | 1.67 | 9.66 | 1.28 | 5.70 | 7.66 | 4.63 | 6.63 | 3.47 |
| Yield(%) | 0.00 | 4.57 | 3.35 | 4.24 | 3.78 | 3.56 | 2.67 | … | … | 0.92 | 3.68 | 3.56 | 1.84 | 6.00 | 4.36 | 3.23 | 5.65 | 2.48 | 1.99 | 2.32 | 2.75 | 2.18 | 1.55 |
Data as of 05/02/2025, 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 |
|---|---|---|---|---|
| JBSRX (JPMORGAN SMARTRETIREMENT* BLEND 2020 FUND CLASS R5) |
-0.17%
Apr 2021 – Apr 2024 |
1.82%
Sep 2017 – Sep 2022 |
3.78%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JBSRX (JPMORGAN SMARTRETIREMENT* BLEND 2020 FUND CLASS R5) |
10.52%
Dec 2018 – Dec 2021 |
8.47%
Feb 2016 – Feb 2021 |
5.28%
Aug 2012 – Aug 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart