Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JPRRX (JPMorgan SmartRetirement Blend 2035 Fd R) | 8.78% | 20.81% | 15.15% | 7.04% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/05/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JPRRX (JPMorgan SmartRetirement Blend 2035 Fd R) | 06/05/2017 | 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 (%) | 0.25 | 20.81 | 15.15 | 7.04 | NA | NA | NA | … | … | 8.78 | 17.46 | 8.56 | 19.01 | -17.32 | 13.29 | 11.78 | 21.37 | -8.06 | 8.17 |
| Sharpe Ratio | NA | 2.07 | 1.15 | 0.39 | NA | NA | NA | … | … | 1.76 | 1.24 | 0.52 | 1.57 | -1.10 | 1.36 | 0.47 | 2.39 | -0.82 | 2.65 |
| Standard Deviation(%) | NA | 9.18 | 10.65 | 12.01 | NA | NA | NA | … | … | 11.26 | 12.00 | 9.48 | 9.88 | 17.04 | 9.73 | 24.53 | 8.32 | 11.60 | 5.22 |
| Draw Down(%) | NA | 7.17 | 11.84 | 23.85 | NA | NA | NA | … | … | 7.17 | 11.84 | 5.25 | 9.58 | 23.77 | 4.49 | 28.48 | 4.37 | 15.81 | 1.68 |
| Yield(%) | 0.00 | 2.16 | 2.50 | 2.31 | 2.55 | 1.70 | 1.28 | … | … | 0.00 | 2.27 | 2.46 | 2.44 | 1.24 | 4.25 | 1.31 | 2.24 | 4.61 | 1.45 |
Data as of 06/04/2026, Common starting date is 06/05/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPRRX (JPMorgan SmartRetirement Blend 2035 Fd R) |
1.09%
Sep 2019 – Sep 2022 |
2.54%
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 |
|---|---|---|---|---|
| JPRRX (JPMorgan SmartRetirement Blend 2035 Fd R) |
16.48%
Sep 2022 – Sep 2025 |
10.60%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart