Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JIBBX (JPMORGAN SMARTRETIREMENT* BLEND INCOME FUND CLASS R5) | 5.65% | 14.56% | 11.20% | 4.93% | 5.94% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/03/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JIBBX (JPMORGAN SMARTRETIREMENT* BLEND INCOME 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 (%) | 0.14 | 14.56 | 11.20 | 4.93 | 5.94 | NA | NA | … | … | 5.65 | 13.69 | 4.72 | 15.46 | -13.80 | 6.24 | 9.56 | 13.91 | -3.89 | 10.55 | 5.12 | -0.71 | 4.12 | 7.92 | 3.80 |
| Sharpe Ratio | NA | 2.08 | 1.11 | 0.33 | 0.61 | NA | NA | … | … | 1.55 | 1.50 | 0.15 | 1.65 | -1.51 | 1.26 | 0.79 | 3.55 | -0.93 | 3.44 | 0.90 | -0.13 | 0.94 | 1.58 | 1.94 |
| Standard Deviation(%) | NA | 6.08 | 7.42 | 7.67 | 7.15 | NA | NA | … | … | 7.56 | 7.36 | 7.16 | 7.20 | 10.10 | 4.94 | 11.68 | 3.50 | 5.69 | 2.89 | 5.43 | 5.53 | 4.39 | 4.99 | 4.06 |
| Draw Down(%) | NA | 4.98 | 6.65 | 18.31 | 18.31 | NA | NA | … | … | 4.98 | 6.60 | 4.53 | 6.65 | 17.99 | 2.52 | 16.95 | 1.30 | 8.00 | 1.23 | 3.99 | 5.66 | 3.25 | 5.33 | 2.11 |
| Yield(%) | 0.00 | 3.42 | 3.63 | 3.25 | 3.71 | 3.35 | 2.51 | … | … | 0.00 | 3.57 | 3.69 | 3.41 | 2.36 | 5.17 | 4.49 | 3.12 | 5.29 | 2.32 | 1.87 | 2.20 | 2.96 | 2.00 | 1.40 |
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 |
|---|---|---|---|---|
| JIBBX (JPMORGAN SMARTRETIREMENT* BLEND INCOME FUND CLASS R5) |
-0.46%
Sep 2019 – Sep 2022 |
1.50%
Sep 2017 – Sep 2022 |
3.15%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JIBBX (JPMORGAN SMARTRETIREMENT* BLEND INCOME FUND CLASS R5) |
11.94%
Sep 2022 – Sep 2025 |
7.28%
Feb 2016 – Feb 2021 |
6.24%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart