Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JNEAX (JPMORGAN SMARTRETIREMENT* BLEND 2050 FUND SELECT CLASS) | 11.57% | 27.03% | 19.00% | 9.72% | 11.12% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 07/03/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JNEAX (JPMORGAN SMARTRETIREMENT* BLEND 2050 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 (%) | 0.32 | 27.03 | 19.00 | 9.72 | 11.12 | NA | NA | … | … | 11.57 | 21.22 | 11.88 | 22.11 | -17.83 | 17.50 | 13.10 | 24.38 | -8.54 | 20.21 | 8.19 | -1.38 | 6.38 | 21.12 | 6.30 |
| Sharpe Ratio | NA | 2.16 | 1.21 | 0.49 | 0.61 | NA | NA | … | … | 1.99 | 1.19 | 0.72 | 1.56 | -0.94 | 1.46 | 0.43 | 2.29 | -0.76 | 3.26 | 0.65 | -0.11 | 0.64 | 2.03 | 1.33 |
| Standard Deviation(%) | NA | 11.80 | 13.38 | 14.81 | 15.62 | NA | NA | … | … | 14.39 | 15.72 | 11.53 | 11.90 | 20.47 | 11.96 | 29.97 | 9.99 | 13.13 | 6.03 | 12.25 | 13.12 | 9.89 | 10.38 | 10.01 |
| Draw Down(%) | NA | 8.97 | 15.36 | 25.46 | 32.64 | NA | NA | … | … | 8.97 | 15.36 | 7.32 | 11.02 | 25.46 | 5.31 | 32.64 | 5.51 | 17.27 | 1.82 | 9.87 | 11.55 | 7.32 | 7.95 | 5.38 |
| Yield(%) | 0.00 | 2.49 | 2.55 | 2.56 | 3.53 | 3.66 | 2.74 | … | … | 0.00 | 2.63 | 2.22 | 2.25 | 1.12 | 5.73 | 1.28 | 2.74 | 5.08 | 2.22 | 1.84 | 2.00 | 2.24 | 2.08 | 1.52 |
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 |
|---|---|---|---|---|
| JNEAX (JPMORGAN SMARTRETIREMENT* BLEND 2050 FUND SELECT CLASS) |
0.62%
Mar 2017 – Mar 2020 |
2.33%
Mar 2015 – Mar 2020 |
6.26%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JNEAX (JPMORGAN SMARTRETIREMENT* BLEND 2050 FUND SELECT CLASS) |
20.29%
Sep 2022 – Sep 2025 |
13.51%
Mar 2020 – Mar 2025 |
11.39%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart