Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JOBYX (JPMORGAN SMARTRETIREMENT* BLEND 2040 FUND CLASS R6) | 9.08% | 21.87% | 16.55% | 8.41% | 10.67% | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 07/03/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JOBYX (JPMORGAN SMARTRETIREMENT* BLEND 2040 FUND CLASS R6) | 07/03/2012 | 06/11/2026 |
| 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 (%) | -1.21 | 21.87 | 16.55 | 8.41 | 10.67 | NA | NA | … | … | 9.08 | 19.85 | 10.24 | 21.65 | -17.17 | 15.98 | 13.01 | 23.84 | -7.98 | 20.29 | 8.03 | -1.12 | 6.55 | 21.52 | 6.49 |
| Sharpe Ratio | NA | 1.79 | 1.12 | 0.43 | 0.49 | NA | NA | … | … | 1.29 | 1.27 | 0.63 | 1.66 | -0.99 | 1.47 | 0.46 | 2.40 | -0.74 | 0.60 | 0.64 | -0.09 | 0.66 | 2.07 | 1.37 |
| Standard Deviation(%) | NA | 10.62 | 11.98 | 13.40 | 17.66 | NA | NA | … | … | 12.93 | 13.64 | 10.54 | 10.93 | 18.77 | 10.86 | 27.63 | 9.31 | 12.66 | 33.01 | 12.30 | 13.12 | 9.88 | 10.39 | 10.02 |
| Draw Down(%) | NA | 7.93 | 13.34 | 24.36 | 30.84 | NA | NA | … | … | 7.93 | 13.34 | 6.16 | 10.13 | 24.36 | 4.90 | 30.84 | 5.07 | 16.53 | 21.20 | 9.93 | 11.48 | 7.27 | 7.94 | 5.33 |
| Yield(%) | 0.00 | 2.98 | 3.06 | 3.05 | 4.18 | 4.20 | 3.15 | … | … | 0.00 | 3.17 | 2.81 | 2.80 | 1.84 | 6.36 | 1.69 | 3.25 | 5.83 | 2.50 | 1.71 | 2.24 | 2.54 | 1.93 | 1.64 |
Data as of 06/11/2026, Common starting date is 07/03/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JOBYX (JPMORGAN SMARTRETIREMENT* BLEND 2040 FUND CLASS R6) |
1.29%
Mar 2017 – Mar 2020 |
2.74%
Mar 2015 – Mar 2020 |
6.25%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JOBYX (JPMORGAN SMARTRETIREMENT* BLEND 2040 FUND CLASS R6) |
18.92%
Sep 2022 – Sep 2025 |
12.80%
Oct 2016 – Oct 2021 |
10.96%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart