Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JNTLX (JPMORGAN SMARTRETIREMENT* BLEND 2045 FUND CLASS R4) | 11.20% | 25.75% | 18.41% | 9.23% | 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 |
|---|---|---|
| JNTLX (JPMORGAN SMARTRETIREMENT* BLEND 2045 FUND CLASS R4) | 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 (%) | 0.33 | 25.75 | 18.41 | 9.23 | NA | NA | NA | … | … | 11.20 | 20.58 | 11.37 | 21.91 | -17.79 | 17.48 | 12.85 | 24.32 | -8.57 | 9.57 |
| Sharpe Ratio | NA | 2.15 | 1.21 | 0.48 | NA | NA | NA | … | … | 1.95 | 1.21 | 0.70 | 1.59 | -0.95 | 1.46 | 0.42 | 2.29 | -0.76 | 2.90 |
| Standard Deviation(%) | NA | 11.16 | 12.79 | 14.41 | NA | NA | NA | … | … | 13.58 | 14.91 | 11.13 | 11.57 | 20.28 | 11.95 | 30.02 | 9.99 | 13.12 | 5.70 |
| Draw Down(%) | NA | 8.53 | 14.67 | 25.38 | NA | NA | NA | … | … | 8.53 | 14.67 | 6.92 | 10.75 | 25.38 | 5.33 | 32.71 | 5.50 | 17.23 | 1.82 |
| Yield(%) | 0.00 | 2.52 | 2.59 | 2.64 | 2.99 | 1.99 | 1.50 | … | … | 0.00 | 2.67 | 2.33 | 2.24 | 1.53 | 5.68 | 1.32 | 2.65 | 4.76 | 1.88 |
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 |
|---|---|---|---|---|
| JNTLX (JPMORGAN SMARTRETIREMENT* BLEND 2045 FUND CLASS R4) |
2.38%
Sep 2019 – Sep 2022 |
3.55%
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 |
|---|---|---|---|---|
| JNTLX (JPMORGAN SMARTRETIREMENT* BLEND 2045 FUND CLASS R4) |
19.80%
Sep 2022 – Sep 2025 |
13.40%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart