Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JMYAX (JPMORGAN SMARTRETIREMENT* BLEND 2045 FUND CLASS R6) | 11.34% | 26.08% | 18.72% | 9.50% | 11.15% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/03/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JMYAX (JPMORGAN SMARTRETIREMENT* BLEND 2045 FUND CLASS R6) | 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 (%) | 0.33 | 26.08 | 18.72 | 9.50 | 11.15 | NA | NA | … | … | 11.34 | 20.88 | 11.34 | 22.56 | -17.62 | 17.78 | 13.15 | 24.63 | -8.34 | 20.49 | 8.38 | -1.05 | 6.52 | 21.51 | 6.44 |
| Sharpe Ratio | NA | 2.18 | 1.23 | 0.49 | 0.62 | NA | NA | … | … | 1.97 | 1.23 | 0.42 | 1.58 | -0.94 | 1.49 | 0.43 | 2.33 | -0.74 | 3.34 | 0.67 | -0.08 | 0.65 | 2.07 | 1.35 |
| Standard Deviation(%) | NA | 11.16 | 12.85 | 14.43 | 15.45 | NA | NA | … | … | 13.59 | 14.93 | 11.21 | 11.68 | 20.23 | 11.95 | 30.00 | 9.99 | 13.12 | 5.97 | 12.28 | 13.07 | 9.93 | 10.39 | 10.08 |
| Draw Down(%) | NA | 8.51 | 14.67 | 25.22 | 32.67 | NA | NA | … | … | 8.51 | 14.67 | 6.90 | 10.71 | 25.22 | 5.33 | 32.67 | 5.49 | 17.05 | 1.82 | 9.91 | 11.43 | 7.26 | 7.94 | 5.32 |
| Yield(%) | 0.00 | 2.77 | 2.89 | 2.86 | 3.87 | 4.04 | 3.03 | … | … | 0.00 | 2.93 | 2.58 | 2.59 | 1.71 | 5.90 | 1.58 | 2.92 | 5.06 | 2.50 | 2.03 | 2.23 | 2.49 | 2.26 | 1.65 |
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 |
|---|---|---|---|---|
| JMYAX (JPMORGAN SMARTRETIREMENT* BLEND 2045 FUND CLASS R6) |
0.80%
Mar 2017 – Mar 2020 |
2.51%
Mar 2015 – Mar 2020 |
6.51%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JMYAX (JPMORGAN SMARTRETIREMENT* BLEND 2045 FUND CLASS R6) |
20.10%
Sep 2022 – Sep 2025 |
13.68%
Mar 2020 – Mar 2025 |
11.48%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart