Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JRBBX (JPMORGAN SMARTRETIREMENT* BLEND 2030 FUND CLASS R5) | 7.48% | 18.41% | 13.92% | 6.46% | 8.46% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/03/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JRBBX (JPMORGAN SMARTRETIREMENT* BLEND 2030 FUND CLASS R5) | 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 (%) | 0.22 | 18.41 | 13.92 | 6.46 | 8.46 | NA | NA | … | … | 7.48 | 16.35 | 7.21 | 18.53 | -16.20 | 11.25 | 12.12 | 20.25 | -6.68 | 17.35 | 7.38 | -0.95 | 6.38 | 18.53 | 5.94 |
| Sharpe Ratio | NA | 2.13 | 1.19 | 0.39 | 0.62 | NA | NA | … | … | 1.71 | 1.37 | 0.42 | 1.69 | -1.20 | 1.35 | 0.57 | 2.69 | -0.78 | 3.44 | 0.70 | -0.09 | 0.74 | 1.99 | 1.40 |
| Standard Deviation(%) | NA | 7.79 | 9.28 | 10.40 | 11.10 | NA | NA | … | … | 9.60 | 10.01 | 8.53 | 8.86 | 14.77 | 8.29 | 20.70 | 6.99 | 10.33 | 4.88 | 10.22 | 11.15 | 8.60 | 9.29 | 8.93 |
| Draw Down(%) | NA | 6.13 | 9.60 | 22.23 | 25.18 | NA | NA | … | … | 6.13 | 9.60 | 4.46 | 8.49 | 22.13 | 3.84 | 25.18 | 3.52 | 13.81 | 1.47 | 8.19 | 9.87 | 6.29 | 7.56 | 4.67 |
| Yield(%) | 0.00 | 3.46 | 3.42 | 3.13 | 3.98 | 4.01 | 3.01 | … | … | 0.00 | 3.63 | 3.23 | 2.96 | 1.94 | 5.59 | 2.89 | 3.35 | 5.43 | 2.44 | 1.98 | 2.21 | 2.67 | 2.02 | 1.56 |
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 |
|---|---|---|---|---|
| JRBBX (JPMORGAN SMARTRETIREMENT* BLEND 2030 FUND CLASS R5) |
0.92%
Apr 2021 – Apr 2024 |
2.73%
Sep 2017 – Sep 2022 |
5.15%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JRBBX (JPMORGAN SMARTRETIREMENT* BLEND 2030 FUND CLASS R5) |
15.28%
Sep 2022 – Sep 2025 |
10.91%
Feb 2016 – Feb 2021 |
8.94%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart