Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JUTPX (JPMORGAN SMARTRETIREMENT* BLEND 2030 FUND CLASS R3) | 7.28% | 17.97% | 13.47% | 6.03% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/05/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JUTPX (JPMORGAN SMARTRETIREMENT* BLEND 2030 FUND CLASS R3) | 06/05/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.22 | 17.97 | 13.47 | 6.03 | NA | NA | NA | … | … | 7.28 | 15.85 | 8.63 | 16.06 | -16.54 | 10.80 | 11.66 | 19.79 | -7.08 | 7.60 |
| Sharpe Ratio | NA | 2.06 | 1.17 | 0.35 | NA | NA | NA | … | … | 1.66 | 1.32 | 0.63 | 1.46 | -1.22 | 1.30 | 0.55 | 2.64 | -0.82 | 2.75 |
| Standard Deviation(%) | NA | 7.79 | 9.03 | 10.27 | NA | NA | NA | … | … | 9.60 | 10.05 | 8.01 | 8.54 | 14.76 | 8.26 | 20.73 | 6.95 | 10.31 | 4.66 |
| Draw Down(%) | NA | 6.19 | 9.64 | 22.52 | NA | NA | NA | … | … | 6.19 | 9.64 | 4.00 | 8.61 | 22.38 | 3.85 | 25.17 | 3.49 | 14.14 | 1.50 |
| Yield(%) | 0.00 | 2.98 | 2.49 | 2.51 | 2.88 | 1.92 | 1.44 | … | … | 0.00 | 3.12 | 2.80 | 1.01 | 1.50 | 5.18 | 2.52 | 2.92 | 5.12 | 1.74 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| JUTPX (JPMORGAN SMARTRETIREMENT* BLEND 2030 FUND CLASS R3) |
0.53%
Apr 2021 – Apr 2024 |
2.32%
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 |
|---|---|---|---|---|
| JUTPX (JPMORGAN SMARTRETIREMENT* BLEND 2030 FUND CLASS R3) |
14.80%
Sep 2022 – Sep 2025 |
9.17%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart