Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JNARX (JPMorgan SmartRetirement Blend 2045 Fd R) | 8.14% | 22.30% | 16.82% | 8.08% | 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 |
|---|---|---|
| JNARX (JPMorgan SmartRetirement Blend 2045 Fd R) | 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 (%) | -2.33 | 22.30 | 16.82 | 8.08 | NA | NA | NA | … | … | 8.14 | 18.80 | 10.85 | 21.24 | -18.21 | 16.90 | 12.29 | 23.69 | -9.02 | 8.96 |
| Sharpe Ratio | NA | 2.09 | 1.17 | 0.44 | NA | NA | NA | … | … | 1.90 | 1.07 | 0.65 | 1.53 | -0.97 | 1.41 | 0.40 | 2.23 | -0.79 | 2.65 |
| Standard Deviation(%) | NA | 11.20 | 12.81 | 14.42 | NA | NA | NA | … | … | 13.59 | 14.89 | 11.13 | 11.59 | 20.26 | 11.94 | 30.05 | 9.96 | 13.15 | 5.77 |
| Draw Down(%) | NA | 8.57 | 14.77 | 25.68 | NA | NA | NA | … | … | 8.57 | 14.77 | 6.96 | 10.87 | 25.68 | 5.36 | 32.74 | 5.51 | 17.65 | 1.82 |
| Yield(%) | 0.00 | 0.00 | 1.31 | 1.79 | 2.17 | 1.45 | 1.09 | … | … | 0.00 | 0.00 | 1.79 | 2.19 | 1.21 | 4.87 | 0.89 | 2.00 | 4.36 | 1.44 |
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 |
|---|---|---|---|---|
| JNARX (JPMorgan SmartRetirement Blend 2045 Fd R) |
1.86%
Sep 2019 – Sep 2022 |
3.03%
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 |
|---|---|---|---|---|
| JNARX (JPMorgan SmartRetirement Blend 2045 Fd R) |
19.21%
Sep 2022 – Sep 2025 |
12.84%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart