Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JTTUX (JPMORGAN SMARTRETIREMENT* BLEND 2055 FUND CLASS R3) | 8.86% | 23.77% | 17.76% | 8.74% | 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 |
|---|---|---|
| JTTUX (JPMORGAN SMARTRETIREMENT* BLEND 2055 FUND CLASS R3) | 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 (%) | -2.47 | 23.77 | 17.76 | 8.74 | NA | NA | NA | … | … | 8.86 | 20.90 | 12.24 | 21.18 | -17.99 | 17.24 | 12.64 | 24.05 | -8.78 | 9.04 |
| Sharpe Ratio | NA | 2.13 | 1.20 | 0.47 | NA | NA | NA | … | … | 1.97 | 1.17 | 0.75 | 1.50 | -0.95 | 1.44 | 0.41 | 2.27 | -0.78 | 2.70 |
| Standard Deviation(%) | NA | 11.78 | 13.31 | 14.77 | NA | NA | NA | … | … | 14.38 | 15.71 | 11.42 | 11.78 | 20.47 | 11.97 | 30.02 | 9.93 | 13.12 | 5.72 |
| Draw Down(%) | NA | 9.03 | 15.47 | 25.54 | NA | NA | NA | … | … | 9.03 | 15.47 | 7.34 | 11.04 | 25.54 | 5.36 | 32.65 | 5.49 | 17.45 | 1.85 |
| Yield(%) | 0.00 | 2.37 | 2.22 | 2.34 | 2.64 | 1.76 | 1.32 | … | … | 0.00 | 2.50 | 2.01 | 1.60 | 1.09 | 5.53 | 1.10 | 2.38 | 4.15 | 1.71 |
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 |
|---|---|---|---|---|
| JTTUX (JPMORGAN SMARTRETIREMENT* BLEND 2055 FUND CLASS R3) |
2.14%
Sep 2019 – Sep 2022 |
3.30%
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 |
|---|---|---|---|---|
| JTTUX (JPMORGAN SMARTRETIREMENT* BLEND 2055 FUND CLASS R3) |
20.00%
Sep 2022 – Sep 2025 |
13.25%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart