Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JTSPX (JPMORGAN SMARTRETIREMENT 2050 FUND CLASS R3) | 9.43% | 22.17% | 17.34% | 8.33% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/15/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JTSPX (JPMORGAN SMARTRETIREMENT 2050 FUND CLASS R3) | 09/15/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.33 | 22.17 | 17.34 | 8.33 | NA | NA | NA | … | … | 9.43 | 15.10 | 12.26 | 21.82 | -18.79 | 17.21 | 15.05 | 24.38 | -10.10 | 21.53 | -0.49 |
| Sharpe Ratio | NA | 1.75 | 1.10 | 0.40 | NA | NA | NA | … | … | 1.52 | 0.79 | 0.76 | 1.55 | -0.97 | 1.38 | 0.49 | 2.30 | -0.85 | 3.15 | -0.21 |
| Standard Deviation(%) | NA | 11.54 | 13.12 | 14.84 | NA | NA | NA | … | … | 14.10 | 15.78 | 11.30 | 11.82 | 20.88 | 12.50 | 30.15 | 9.94 | 13.59 | 6.66 | 9.03 |
| Draw Down(%) | NA | 9.15 | 15.17 | 25.96 | NA | NA | NA | … | … | 9.15 | 15.17 | 7.15 | 10.46 | 25.96 | 5.34 | 33.27 | 5.61 | 19.12 | 2.04 | 4.61 |
| Yield(%) | 0.00 | 5.21 | 3.63 | 5.87 | 6.66 | 4.44 | 3.33 | … | … | 0.00 | 5.49 | 2.55 | 1.64 | 7.76 | 16.50 | 4.72 | 10.88 | 4.10 | 4.39 | 0.00 |
Data as of 06/04/2026, Common starting date is 09/15/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JTSPX (JPMORGAN SMARTRETIREMENT 2050 FUND CLASS R3) |
0.24%
Mar 2017 – Mar 2020 |
3.51%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JTSPX (JPMORGAN SMARTRETIREMENT 2050 FUND CLASS R3) |
19.53%
Sep 2022 – Sep 2025 |
13.64%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart