Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JNTEX (JPMORGAN SMARTRETIREMENT* BLEND 2040 FUND CLASS R3) | 10.19% | 23.62% | 17.00% | 8.26% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/06/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JNTEX (JPMORGAN SMARTRETIREMENT* BLEND 2040 FUND CLASS R3) | 06/06/2017 | 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 (%) | 0.28 | 23.62 | 17.00 | 8.26 | NA | NA | NA | … | … | 10.19 | 19.26 | 11.51 | 19.07 | -17.56 | 15.37 | 12.45 | 23.23 | -8.43 | 9.21 |
| Sharpe Ratio | NA | 2.12 | 1.20 | 0.44 | NA | NA | NA | … | … | 1.88 | 1.22 | 0.78 | 1.46 | -1.01 | 1.42 | 0.44 | 2.33 | -0.78 | 2.83 |
| Standard Deviation(%) | NA | 10.30 | 11.72 | 13.25 | NA | NA | NA | … | … | 12.58 | 13.64 | 10.10 | 10.65 | 18.81 | 10.83 | 27.64 | 9.34 | 12.66 | 5.62 |
| Draw Down(%) | NA | 7.95 | 13.42 | 24.66 | NA | NA | NA | … | … | 7.95 | 13.42 | 6.18 | 10.22 | 24.66 | 4.91 | 30.86 | 5.09 | 16.90 | 1.82 |
| Yield(%) | 0.00 | 2.50 | 2.14 | 2.40 | 2.81 | 1.88 | 1.41 | … | … | 0.00 | 2.64 | 2.30 | 0.85 | 1.36 | 5.82 | 1.22 | 2.73 | 5.42 | 1.74 |
Data as of 06/04/2026, Common starting date is 06/06/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JNTEX (JPMORGAN SMARTRETIREMENT* BLEND 2040 FUND CLASS R3) |
1.78%
Sep 2019 – Sep 2022 |
3.10%
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 |
|---|---|---|---|---|
| JNTEX (JPMORGAN SMARTRETIREMENT* BLEND 2040 FUND CLASS R3) |
18.34%
Sep 2022 – Sep 2025 |
12.12%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart