Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JOBEX (JPMORGAN SMARTRETIREMENT* BLEND 2040 FUND SELECT CLASS) | 7.74% | 21.38% | 16.37% | 7.98% | 10.11% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 07/02/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JOBEX (JPMORGAN SMARTRETIREMENT* BLEND 2040 FUND SELECT CLASS) | 07/02/2012 | 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 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.14 | 21.38 | 16.37 | 7.98 | 10.11 | NA | NA | … | … | 7.74 | 19.55 | 10.22 | 21.08 | -17.39 | 15.65 | 12.76 | 23.50 | -8.18 | 19.97 | 8.53 | -1.42 | 6.35 | 21.20 | 7.21 |
| Sharpe Ratio | NA | 2.15 | 1.21 | 0.46 | 0.61 | NA | NA | … | … | 1.91 | 1.25 | 0.63 | 1.62 | -1.01 | 1.44 | 0.45 | 2.36 | -0.76 | 3.29 | 0.68 | -0.11 | 0.64 | 2.04 | 1.51 |
| Standard Deviation(%) | NA | 10.30 | 11.87 | 13.33 | 14.35 | NA | NA | … | … | 12.60 | 13.62 | 10.46 | 10.85 | 18.78 | 10.86 | 27.59 | 9.34 | 12.71 | 5.90 | 12.29 | 13.11 | 9.91 | 10.39 | 10.03 |
| Draw Down(%) | NA | 7.92 | 13.38 | 24.52 | 30.84 | NA | NA | … | … | 7.92 | 13.38 | 6.19 | 10.19 | 24.52 | 4.90 | 30.84 | 5.08 | 16.74 | 1.82 | 9.94 | 11.59 | 7.28 | 7.95 | 5.32 |
| Yield(%) | 0.00 | 2.74 | 2.81 | 2.80 | 3.79 | 3.91 | 2.94 | … | … | 0.00 | 2.89 | 2.53 | 2.52 | 1.45 | 6.08 | 1.38 | 2.97 | 5.59 | 2.24 | 2.19 | 2.00 | 2.29 | 1.70 | 1.53 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| JOBEX (JPMORGAN SMARTRETIREMENT* BLEND 2040 FUND SELECT CLASS) |
1.03%
Mar 2017 – Mar 2020 |
2.62%
Mar 2015 – Mar 2020 |
6.05%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JOBEX (JPMORGAN SMARTRETIREMENT* BLEND 2040 FUND SELECT CLASS) |
18.63%
Sep 2022 – Sep 2025 |
12.53%
Oct 2016 – Oct 2021 |
10.76%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart