Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JTTLX (JPMORGAN SMARTRETIREMENT* BLEND 2055 FUND CLASS R4) | 8.96% | 24.08% | 18.06% | 9.02% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/05/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JTTLX (JPMORGAN SMARTRETIREMENT* BLEND 2055 FUND CLASS R4) | 06/05/2017 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.46 | 24.08 | 18.06 | 9.02 | NA | NA | NA | … | … | 8.96 | 21.20 | 12.03 | 22.01 | -17.75 | 17.50 | 12.94 | 24.36 | -8.60 | 9.25 |
| Sharpe Ratio | NA | 2.16 | 1.22 | 0.49 | NA | NA | NA | … | … | 1.99 | 1.19 | 0.73 | 1.56 | -0.94 | 1.46 | 0.42 | 2.30 | -0.76 | 2.78 |
| Standard Deviation(%) | NA | 11.79 | 13.36 | 14.78 | NA | NA | NA | … | … | 14.39 | 15.70 | 11.51 | 11.84 | 20.44 | 11.94 | 29.96 | 9.94 | 13.11 | 5.70 |
| Draw Down(%) | NA | 9.00 | 15.43 | 25.39 | NA | NA | NA | … | … | 9.00 | 15.43 | 7.32 | 10.96 | 25.39 | 5.32 | 32.65 | 5.48 | 17.25 | 1.81 |
| Yield(%) | 0.00 | 2.46 | 2.50 | 2.60 | 2.92 | 1.94 | 1.46 | … | … | 0.00 | 2.60 | 2.24 | 2.13 | 1.46 | 5.84 | 1.30 | 2.59 | 4.29 | 1.87 |
Data as of 06/05/2026, Common starting date is 06/05/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JTTLX (JPMORGAN SMARTRETIREMENT* BLEND 2055 FUND CLASS R4) |
2.39%
Sep 2019 – Sep 2022 |
3.56%
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 |
|---|---|---|---|---|
| JTTLX (JPMORGAN SMARTRETIREMENT* BLEND 2055 FUND CLASS R4) |
20.29%
Sep 2022 – Sep 2025 |
13.53%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart