Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JIJSX (JPMORGAN SMARTRETIREMENT* BLEND INCOME FUND SELECT CLASS) | 5.37% | 14.60% | 10.97% | 4.82% | 5.78% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 07/03/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JIJSX (JPMORGAN SMARTRETIREMENT* BLEND INCOME FUND SELECT CLASS) | 07/03/2012 | 06/03/2026 |
| 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 (%) | 0.19 | 14.60 | 10.97 | 4.82 | 5.78 | NA | NA | … | … | 5.37 | 13.47 | 4.76 | 15.15 | -13.91 | 6.02 | 9.41 | 13.81 | -4.07 | 10.44 | 4.99 | -0.97 | 3.99 | 7.64 | 3.69 |
| Sharpe Ratio | NA | 2.06 | 1.11 | 0.31 | 0.59 | NA | NA | … | … | 1.54 | 1.49 | 0.16 | 1.63 | -1.52 | 1.20 | 0.78 | 3.56 | -0.97 | 3.41 | 0.89 | -0.18 | 0.91 | 1.54 | 1.88 |
| Standard Deviation(%) | NA | 6.07 | 7.33 | 7.62 | 7.11 | NA | NA | … | … | 7.60 | 7.26 | 7.06 | 7.09 | 10.10 | 5.00 | 11.65 | 3.47 | 5.63 | 2.88 | 5.33 | 5.57 | 4.37 | 4.95 | 4.07 |
| Draw Down(%) | NA | 4.96 | 6.64 | 18.39 | 18.39 | NA | NA | … | … | 4.96 | 6.58 | 4.36 | 6.64 | 18.04 | 2.52 | 16.95 | 1.30 | 8.11 | 1.23 | 3.93 | 5.70 | 3.24 | 5.27 | 2.16 |
| Yield(%) | 0.00 | 3.31 | 3.41 | 3.08 | 3.53 | 3.16 | 2.37 | … | … | 0.00 | 3.44 | 3.32 | 3.24 | 2.09 | 5.01 | 4.34 | 2.96 | 5.10 | 2.15 | 1.73 | 2.01 | 2.77 | 1.80 | 1.29 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| JIJSX (JPMORGAN SMARTRETIREMENT* BLEND INCOME FUND SELECT CLASS) |
-0.62%
Sep 2019 – Sep 2022 |
1.34%
Sep 2017 – Sep 2022 |
2.99%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JIJSX (JPMORGAN SMARTRETIREMENT* BLEND INCOME FUND SELECT CLASS) |
11.80%
Sep 2022 – Sep 2025 |
7.13%
Feb 2016 – Feb 2021 |
6.10%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart