Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JUTUX (JPMORGAN SMARTRETIREMENT* BLEND 2030 FUND CLASS R4) | 7.41% | 18.24% | 13.75% | 6.30% | 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 |
|---|---|---|
| JUTUX (JPMORGAN SMARTRETIREMENT* BLEND 2030 FUND CLASS R4) | 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 (%) | 0.19 | 18.24 | 13.75 | 6.30 | NA | NA | NA | … | … | 7.41 | 16.20 | 7.19 | 18.22 | -16.36 | 11.12 | 11.88 | 20.06 | -6.79 | 7.75 |
| Sharpe Ratio | NA | 2.10 | 1.17 | 0.38 | NA | NA | NA | … | … | 1.70 | 1.36 | 0.42 | 1.67 | -1.21 | 1.34 | 0.56 | 2.67 | -0.79 | 2.77 |
| Standard Deviation(%) | NA | 7.80 | 9.27 | 10.40 | NA | NA | NA | … | … | 9.60 | 10.01 | 8.52 | 8.82 | 14.80 | 8.30 | 20.75 | 6.97 | 10.33 | 4.72 |
| Draw Down(%) | NA | 6.16 | 9.56 | 22.35 | NA | NA | NA | … | … | 6.16 | 9.56 | 4.34 | 8.50 | 22.20 | 3.88 | 25.16 | 3.52 | 13.93 | 1.45 |
| Yield(%) | 0.00 | 3.29 | 3.24 | 3.00 | 3.27 | 2.18 | 1.64 | … | … | 0.00 | 3.45 | 3.07 | 2.80 | 1.85 | 5.47 | 2.74 | 3.19 | 5.09 | 1.89 |
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 |
|---|---|---|---|---|
| JUTUX (JPMORGAN SMARTRETIREMENT* BLEND 2030 FUND CLASS R4) |
0.79%
Apr 2021 – Apr 2024 |
2.57%
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 |
|---|---|---|---|---|
| JUTUX (JPMORGAN SMARTRETIREMENT* BLEND 2030 FUND CLASS R4) |
15.10%
Sep 2022 – Sep 2025 |
9.45%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart