Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JOBBX (JPMORGAN SMARTRETIREMENT* BLEND 2040 FUND CLASS R5) | 10.39% | 24.11% | 17.47% | 8.69% | 10.54% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/02/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JOBBX (JPMORGAN SMARTRETIREMENT* BLEND 2040 FUND CLASS R5) | 07/02/2012 | 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 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.28 | 24.11 | 17.47 | 8.69 | 10.54 | NA | NA | … | … | 10.39 | 19.70 | 10.32 | 21.35 | -17.26 | 15.85 | 12.89 | 23.72 | -8.07 | 20.19 | 8.71 | -1.23 | 6.54 | 21.49 | 7.31 |
| Sharpe Ratio | NA | 2.16 | 1.23 | 0.47 | 0.62 | NA | NA | … | … | 1.92 | 1.25 | 0.64 | 1.64 | -1.00 | 1.46 | 0.46 | 2.37 | -0.75 | 3.31 | 0.69 | -0.10 | 0.66 | 2.06 | 1.53 |
| Standard Deviation(%) | NA | 10.32 | 11.90 | 13.35 | 14.38 | NA | NA | … | … | 12.61 | 13.67 | 10.46 | 10.89 | 18.80 | 10.85 | 27.64 | 9.38 | 12.68 | 5.93 | 12.26 | 13.12 | 9.92 | 10.40 | 10.04 |
| Draw Down(%) | NA | 7.93 | 13.37 | 24.42 | 30.85 | NA | NA | … | … | 7.93 | 13.37 | 6.16 | 10.14 | 24.42 | 4.90 | 30.85 | 5.07 | 16.62 | 1.77 | 9.93 | 11.53 | 7.28 | 7.94 | 5.34 |
| Yield(%) | 0.00 | 2.89 | 2.97 | 2.96 | 4.01 | 4.17 | 3.12 | … | … | 0.00 | 3.06 | 2.70 | 2.62 | 1.75 | 6.23 | 1.58 | 3.14 | 5.75 | 2.40 | 2.37 | 2.19 | 2.48 | 1.90 | 1.63 |
Data as of 06/04/2026, Common starting date is 07/02/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JOBBX (JPMORGAN SMARTRETIREMENT* BLEND 2040 FUND CLASS R5) |
1.20%
Mar 2017 – Mar 2020 |
2.80%
Mar 2015 – Mar 2020 |
6.22%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JOBBX (JPMORGAN SMARTRETIREMENT* BLEND 2040 FUND CLASS R5) |
18.81%
Sep 2022 – Sep 2025 |
12.69%
Oct 2016 – Oct 2021 |
10.93%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart