Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JITLX (JPMORGAN SMARTRETIREMENT* BLEND INCOME FUND CLASS R3) | 4.01% | 12.77% | 10.24% | 4.20% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/05/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JITLX (JPMORGAN SMARTRETIREMENT* BLEND INCOME FUND CLASS R3) | 06/05/2017 | 06/05/2026 |
| 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 (%) | -1.35 | 12.77 | 10.24 | 4.20 | NA | NA | NA | … | … | 4.01 | 13.19 | 7.60 | 11.50 | -14.13 | 5.81 | 9.08 | 13.50 | -4.31 | 4.60 |
| Sharpe Ratio | NA | 2.01 | 1.14 | 0.28 | NA | NA | NA | … | … | 1.48 | 1.45 | 0.65 | 1.22 | -1.55 | 1.16 | 0.75 | 3.42 | -1.01 | 2.75 |
| Standard Deviation(%) | NA | 6.06 | 6.85 | 7.36 | NA | NA | NA | … | … | 7.62 | 7.26 | 6.13 | 6.51 | 10.11 | 4.98 | 11.76 | 3.51 | 5.68 | 2.68 |
| Draw Down(%) | NA | 4.98 | 6.72 | 18.61 | NA | NA | NA | … | … | 4.98 | 6.62 | 3.22 | 6.72 | 18.25 | 2.52 | 16.96 | 1.32 | 8.31 | 0.80 |
| Yield(%) | 0.00 | 2.91 | 2.21 | 2.38 | 2.70 | 1.80 | 1.35 | … | … | 0.00 | 3.02 | 3.09 | 0.00 | 1.97 | 4.75 | 4.10 | 2.72 | 4.75 | 1.63 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| JITLX (JPMORGAN SMARTRETIREMENT* BLEND INCOME FUND CLASS R3) |
-0.86%
Sep 2019 – Sep 2022 |
1.08%
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 |
|---|---|---|---|---|
| JITLX (JPMORGAN SMARTRETIREMENT* BLEND INCOME FUND CLASS R3) |
11.50%
Sep 2022 – Sep 2025 |
5.85%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart