Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JNTPX (JPMORGAN SMARTRETIREMENT* BLEND 2050 FUND CLASS R4) | 11.99% | 27.16% | 19.16% | 9.65% | 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 |
|---|---|---|
| JNTPX (JPMORGAN SMARTRETIREMENT* BLEND 2050 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 (%) | 0.35 | 27.16 | 19.16 | 9.65 | NA | NA | NA | … | … | 11.99 | 21.21 | 11.95 | 22.04 | -17.83 | 17.52 | 13.11 | 24.33 | -8.53 | 9.52 |
| Sharpe Ratio | NA | 2.16 | 1.22 | 0.49 | NA | NA | NA | … | … | 1.99 | 1.19 | 0.72 | 1.56 | -0.94 | 1.46 | 0.43 | 2.29 | -0.76 | 2.88 |
| Standard Deviation(%) | NA | 11.78 | 13.37 | 14.80 | NA | NA | NA | … | … | 14.36 | 15.70 | 11.53 | 11.90 | 20.49 | 11.97 | 30.08 | 9.97 | 13.10 | 5.72 |
| Draw Down(%) | NA | 8.97 | 15.35 | 25.49 | NA | NA | NA | … | … | 8.97 | 15.35 | 7.33 | 11.01 | 25.49 | 5.31 | 32.64 | 5.51 | 17.23 | 1.82 |
| Yield(%) | 0.00 | 2.50 | 2.53 | 2.61 | 3.01 | 2.01 | 1.51 | … | … | 0.00 | 2.65 | 2.21 | 2.20 | 1.49 | 5.77 | 1.33 | 2.76 | 5.02 | 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 |
|---|---|---|---|---|
| JNTPX (JPMORGAN SMARTRETIREMENT* BLEND 2050 FUND CLASS R4) |
2.40%
Sep 2019 – Sep 2022 |
3.58%
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 |
|---|---|---|---|---|
| JNTPX (JPMORGAN SMARTRETIREMENT* BLEND 2050 FUND CLASS R4) |
20.29%
Sep 2022 – Sep 2025 |
13.51%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart