Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JRBYX (JPMORGAN SMARTRETIREMENT* BLEND 2030 FUND CLASS R6) | 7.51% | 18.53% | 14.03% | 6.56% | 8.56% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/03/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JRBYX (JPMORGAN SMARTRETIREMENT* BLEND 2030 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 (%) | 0.19 | 18.53 | 14.03 | 6.56 | 8.56 | NA | NA | … | … | 7.51 | 16.43 | 7.19 | 18.81 | -16.10 | 11.35 | 12.19 | 20.41 | -6.59 | 17.44 | 7.42 | -0.84 | 6.37 | 18.62 | 5.97 |
| Sharpe Ratio | NA | 2.14 | 1.20 | 0.40 | 0.63 | NA | NA | … | … | 1.73 | 1.38 | 0.42 | 1.72 | -1.19 | 1.37 | 0.57 | 2.71 | -0.77 | 3.43 | 0.70 | -0.08 | 0.74 | 2.00 | 1.40 |
| Standard Deviation(%) | NA | 7.79 | 9.30 | 10.42 | 11.11 | NA | NA | … | … | 9.59 | 10.01 | 8.57 | 8.91 | 14.79 | 8.29 | 20.70 | 6.98 | 10.33 | 4.91 | 10.25 | 11.11 | 8.61 | 9.30 | 8.95 |
| Draw Down(%) | NA | 6.16 | 9.53 | 22.15 | 25.13 | NA | NA | … | … | 6.16 | 9.53 | 4.61 | 8.49 | 22.05 | 3.84 | 25.13 | 3.48 | 13.74 | 1.50 | 8.24 | 9.81 | 6.27 | 7.51 | 4.66 |
| Yield(%) | 0.00 | 3.54 | 3.54 | 3.22 | 4.10 | 4.13 | 3.10 | … | … | 0.00 | 3.71 | 3.34 | 3.15 | 2.03 | 5.69 | 3.00 | 3.46 | 5.52 | 2.54 | 2.03 | 2.26 | 2.72 | 2.05 | 1.58 |
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 |
|---|---|---|---|---|
| JRBYX (JPMORGAN SMARTRETIREMENT* BLEND 2030 FUND CLASS R6) |
1.04%
Apr 2021 – Apr 2024 |
2.83%
Sep 2017 – Sep 2022 |
5.24%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JRBYX (JPMORGAN SMARTRETIREMENT* BLEND 2030 FUND CLASS R6) |
15.38%
Sep 2022 – Sep 2025 |
11.02%
Feb 2016 – Feb 2021 |
9.04%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart