Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JITKX (JPMORGAN SMARTRETIREMENT* BLEND INCOME FUND CLASS R4) | 5.65% | 14.47% | 11.05% | 4.77% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/05/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JITKX (JPMORGAN SMARTRETIREMENT* BLEND INCOME FUND CLASS R4) | 06/05/2017 | 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 (%) | 0.14 | 14.47 | 11.05 | 4.77 | NA | NA | NA | … | … | 5.65 | 13.47 | 4.80 | 15.11 | -13.92 | 6.06 | 9.38 | 13.81 | -4.08 | 4.76 |
| Sharpe Ratio | NA | 2.04 | 1.10 | 0.31 | NA | NA | NA | … | … | 1.54 | 1.48 | 0.17 | 1.62 | -1.52 | 1.23 | 0.78 | 3.58 | -0.97 | 2.78 |
| Standard Deviation(%) | NA | 6.13 | 7.35 | 7.64 | NA | NA | NA | … | … | 7.64 | 7.30 | 7.05 | 7.12 | 10.11 | 4.92 | 11.65 | 3.44 | 5.64 | 2.75 |
| Draw Down(%) | NA | 4.98 | 6.66 | 18.39 | NA | NA | NA | … | … | 4.98 | 6.55 | 4.36 | 6.66 | 18.04 | 2.52 | 16.95 | 1.30 | 8.06 | 0.80 |
| Yield(%) | 0.00 | 3.28 | 3.47 | 3.13 | 3.22 | 2.15 | 1.61 | … | … | 0.00 | 3.42 | 3.53 | 3.24 | 2.23 | 5.05 | 4.32 | 2.96 | 5.05 | 1.79 |
Data as of 06/04/2026, Common starting date is 06/05/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JITKX (JPMORGAN SMARTRETIREMENT* BLEND INCOME FUND CLASS R4) |
-0.61%
Sep 2019 – Sep 2022 |
1.34%
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 |
|---|---|---|---|---|
| JITKX (JPMORGAN SMARTRETIREMENT* BLEND INCOME FUND CLASS R4) |
11.79%
Sep 2022 – Sep 2025 |
6.11%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart