Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JTBBX (JPMORGAN SMARTRETIREMENT* BLEND 2055 FUND CLASS R5) | 12.08% | 27.34% | 19.31% | 9.82% | 11.26% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/03/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JTBBX (JPMORGAN SMARTRETIREMENT* BLEND 2055 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 (%) | 0.35 | 27.34 | 19.31 | 9.82 | 11.26 | NA | NA | … | … | 12.08 | 21.38 | 12.04 | 22.33 | -17.61 | 17.70 | 13.11 | 24.52 | -8.45 | 20.31 | 8.40 | -1.07 | 6.65 | 20.78 | 6.40 |
| Sharpe Ratio | NA | 2.18 | 1.23 | 0.50 | 0.62 | NA | NA | … | … | 2.01 | 1.20 | 0.73 | 1.59 | -0.94 | 1.49 | 0.43 | 2.32 | -0.75 | 3.29 | 0.67 | -0.08 | 0.67 | 2.00 | 1.35 |
| Standard Deviation(%) | NA | 11.78 | 13.38 | 14.79 | 15.60 | NA | NA | … | … | 14.37 | 15.71 | 11.55 | 11.87 | 20.43 | 11.90 | 29.93 | 9.95 | 13.15 | 5.99 | 12.26 | 13.10 | 9.92 | 10.37 | 10.02 |
| Draw Down(%) | NA | 8.98 | 15.43 | 25.31 | 32.60 | NA | NA | … | … | 8.98 | 15.43 | 7.33 | 10.97 | 25.31 | 5.32 | 32.60 | 5.48 | 17.17 | 1.85 | 9.81 | 11.40 | 7.26 | 7.95 | 5.33 |
| Yield(%) | 0.00 | 2.61 | 2.67 | 2.73 | 3.65 | 3.88 | 2.91 | … | … | 0.00 | 2.76 | 2.40 | 2.28 | 1.54 | 5.96 | 1.44 | 2.75 | 4.48 | 2.39 | 1.99 | 2.11 | 2.43 | 3.79 | 1.62 |
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 |
|---|---|---|---|---|
| JTBBX (JPMORGAN SMARTRETIREMENT* BLEND 2055 FUND CLASS R5) |
0.73%
Mar 2017 – Mar 2020 |
2.48%
Mar 2015 – Mar 2020 |
6.44%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JTBBX (JPMORGAN SMARTRETIREMENT* BLEND 2055 FUND CLASS R5) |
20.47%
Sep 2022 – Sep 2025 |
13.70%
Mar 2020 – Mar 2025 |
11.53%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart