Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JPSRX (JPMORGAN SMARTRETIREMENT* BLEND 2035 FUND SELECT CLASS) | 6.73% | 19.22% | 14.91% | 7.09% | 9.20% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 07/03/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JPSRX (JPMORGAN SMARTRETIREMENT* BLEND 2035 FUND SELECT CLASS) | 07/03/2012 | 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 (%) | -1.91 | 19.22 | 14.91 | 7.09 | 9.20 | NA | NA | … | … | 6.73 | 18.03 | 8.86 | 19.88 | -16.92 | 13.85 | 12.35 | 21.99 | -7.61 | 18.63 | 7.64 | -1.20 | 6.31 | 20.11 | 6.23 |
| Sharpe Ratio | NA | 2.13 | 1.20 | 0.43 | 0.61 | NA | NA | … | … | 1.81 | 1.29 | 0.55 | 1.65 | -1.08 | 1.42 | 0.49 | 2.47 | -0.78 | 3.32 | 0.66 | -0.10 | 0.67 | 1.98 | 1.33 |
| Standard Deviation(%) | NA | 9.19 | 10.69 | 12.02 | 12.90 | NA | NA | … | … | 11.26 | 12.01 | 9.56 | 9.91 | 17.05 | 9.72 | 24.55 | 8.30 | 11.60 | 5.44 | 11.26 | 12.24 | 9.38 | 10.15 | 9.88 |
| Draw Down(%) | NA | 7.13 | 11.77 | 23.46 | 28.44 | NA | NA | … | … | 7.13 | 11.77 | 5.23 | 9.44 | 23.46 | 4.42 | 28.44 | 4.37 | 15.41 | 1.63 | 9.08 | 10.78 | 6.91 | 7.87 | 5.26 |
| Yield(%) | 0.00 | 3.11 | 3.07 | 2.91 | 3.72 | 3.80 | 2.85 | … | … | 0.00 | 3.26 | 2.79 | 2.69 | 1.45 | 5.92 | 1.70 | 3.02 | 4.99 | 2.25 | 1.84 | 2.00 | 2.35 | 1.73 | 1.51 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| JPSRX (JPMORGAN SMARTRETIREMENT* BLEND 2035 FUND SELECT CLASS) |
1.36%
Mar 2017 – Mar 2020 |
2.63%
Mar 2015 – Mar 2020 |
5.57%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPSRX (JPMORGAN SMARTRETIREMENT* BLEND 2035 FUND SELECT CLASS) |
17.07%
Sep 2022 – Sep 2025 |
11.62%
Oct 2016 – Oct 2021 |
9.85%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart