Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JNTKX (JPMORGAN SMARTRETIREMENT* BLEND 2050 FUND CLASS R3) | 8.87% | 23.78% | 17.78% | 8.73% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/06/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JNTKX (JPMORGAN SMARTRETIREMENT* BLEND 2050 FUND CLASS R3) | 06/06/2017 | 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 (%) | -2.46 | 23.78 | 17.78 | 8.73 | NA | NA | NA | … | … | 8.87 | 20.93 | 12.84 | 20.49 | -18.07 | 17.25 | 12.83 | 24.00 | -8.73 | 9.36 |
| Sharpe Ratio | NA | 2.13 | 1.20 | 0.47 | NA | NA | NA | … | … | 1.97 | 1.17 | 0.81 | 1.45 | -0.95 | 1.44 | 0.42 | 2.26 | -0.77 | 2.84 |
| Standard Deviation(%) | NA | 11.80 | 13.28 | 14.76 | NA | NA | NA | … | … | 14.37 | 15.73 | 11.32 | 11.74 | 20.49 | 11.96 | 30.00 | 9.98 | 13.14 | 5.68 |
| Draw Down(%) | NA | 8.98 | 15.39 | 25.62 | NA | NA | NA | … | … | 8.98 | 15.39 | 7.31 | 11.10 | 25.62 | 5.35 | 32.66 | 5.52 | 17.44 | 1.82 |
| Yield(%) | 0.00 | 2.32 | 2.00 | 2.23 | 2.65 | 1.77 | 1.33 | … | … | 0.00 | 2.45 | 1.97 | 0.94 | 1.19 | 5.46 | 1.12 | 2.52 | 4.88 | 1.72 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| JNTKX (JPMORGAN SMARTRETIREMENT* BLEND 2050 FUND CLASS R3) |
2.15%
Sep 2019 – Sep 2022 |
3.33%
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 |
|---|---|---|---|---|
| JNTKX (JPMORGAN SMARTRETIREMENT* BLEND 2050 FUND CLASS R3) |
20.00%
Sep 2022 – Sep 2025 |
13.23%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart