Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JPYRX (JPMORGAN SMARTRETIREMENT* BLEND 2035 FUND CLASS R6) | 9.13% | 21.71% | 16.01% | 7.84% | 9.70% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/03/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JPYRX (JPMORGAN SMARTRETIREMENT* BLEND 2035 FUND CLASS R6) | 07/03/2012 | 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 | 21.71 | 16.01 | 7.84 | 9.70 | NA | NA | … | … | 9.13 | 18.32 | 8.90 | 20.42 | -16.70 | 14.12 | 12.63 | 22.26 | -7.37 | 18.90 | 7.89 | -0.97 | 6.48 | 20.51 | 6.35 |
| Sharpe Ratio | NA | 2.17 | 1.22 | 0.45 | 0.63 | NA | NA | … | … | 1.84 | 1.31 | 0.55 | 1.70 | -1.07 | 1.45 | 0.50 | 2.50 | -0.76 | 3.39 | 0.68 | -0.08 | 0.69 | 2.01 | 1.36 |
| Standard Deviation(%) | NA | 9.18 | 10.72 | 12.03 | 12.90 | NA | NA | … | … | 11.25 | 12.00 | 9.61 | 9.95 | 17.03 | 9.74 | 24.55 | 8.32 | 11.60 | 5.41 | 11.21 | 12.24 | 9.42 | 10.16 | 9.85 |
| Draw Down(%) | NA | 7.11 | 11.73 | 23.31 | 28.40 | NA | NA | … | … | 7.11 | 11.73 | 5.20 | 9.38 | 23.31 | 4.45 | 28.40 | 4.36 | 15.20 | 1.63 | 9.02 | 10.72 | 6.90 | 7.86 | 5.20 |
| Yield(%) | 0.00 | 3.30 | 3.35 | 3.19 | 4.06 | 4.16 | 3.12 | … | … | 0.00 | 3.48 | 3.10 | 2.96 | 1.94 | 6.19 | 1.95 | 3.29 | 5.24 | 2.52 | 2.03 | 2.23 | 2.58 | 1.97 | 1.63 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| JPYRX (JPMORGAN SMARTRETIREMENT* BLEND 2035 FUND CLASS R6) |
1.61%
Mar 2017 – Mar 2020 |
2.87%
Mar 2015 – Mar 2020 |
5.84%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPYRX (JPMORGAN SMARTRETIREMENT* BLEND 2035 FUND CLASS R6) |
17.35%
Sep 2022 – Sep 2025 |
11.90%
Oct 2016 – Oct 2021 |
10.12%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart