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JPMorgan SmartRetirement Blend 2035 Fund Class R6 (JPYRX) Sharpe Ratio: 1.54

Mutual Fund · Currency in USD · Last updated Jul 29, 2026

The fund is a target-date retirement portfolio designed for investors expecting to retire around 2035. It allocates across JPMorgan equity, fixed-income, and other underlying strategies and gradually becomes more conservative as the target date approaches.

JPYRX's Sharpe Ratio of 1.54 indicates that for each unit of volatility, it generates 1.54 units of excess return above the risk-free rate. The ratio is calculated using historical daily returns over the past 12 months (as of Jul 29, 2026).

Sharpe uses total volatility (standard deviation) which includes both upside and downside price movements, making it useful for comparing risk-adjusted returns across different assets. For how to read this number and when it can mislead, see Sharpe Ratio Explained.

JPYRX Sharpe Ratio Rank

JPYRX Sharpe Ratio Rank: 64.865
Above Average

JPYRX ranks above 64.8% of all investments in our database based on Sharpe Ratio over the past 12 months, indicating above-average returns relative to volatility. Securities are ranked from 0 (worst) to 100 (best).

What moves the rank

  • Strong returns with low total volatility → Higher rank
  • High volatility (both upside and downside) → Lower rank
  • Consistent returns → Higher rank than volatile returns of same magnitude
  • Sharp drawdowns increase volatility → Lower rank

What you can do with this information

  • Above-average risk-adjusted returns with room for improvement
  • Compare against category peers to gauge relative positioning
  • Monitor for movement toward top tier or decline toward median
  • Consider pairing with top-tier holdings to improve portfolio efficiency

JPYRX Sharpe Ratio Market Positioning

The chart shows JPYRX's Sharpe Ratio relative to all mutual funds on our platform, with color zones indicating percentile rankings. Higher ratios indicate better risk-adjusted returns.

  • Red zone (bottom 25%): 0.89 or lower
  • Yellow zone (middle 50%): 0.89 to 1.75
  • Green zone (top 25%): 1.75 or higher
  • Top 1%: 3.75+
  • Median: 1.36 — half of all investments score higher

How it compares to other similar mutual funds

The table compares JPMorgan SmartRetirement Blend 2035 Fund Class R6's Sharpe Ratio with other mutual funds in the Target Retirement Date category across multiple time periods, showing how JPYRX's risk-adjusted performance compares to similar funds.

Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Jul 29, 2026.

SymbolName1Y Sharpe Ratio5Y Sharpe Ratio10Y Sharpe RatioAll Time Sharpe Ratio
PADLXPutnam Retirement Advantage Maturity Fund2.05
SSFNXState Street Target Retirement Fund1.96
PDAHXPrudential Day One Income Fund1.96
URINXUSAA Target Retirement Income Fund1.92
SSBRXState Street Target Retirement 2025 Fund1.86
TDIFXDimensional Retirement Income Fund1.84
URTRXUSAA Target Retirement 2030 Fund1.81
PDEJXPrudential Day One 2025 Fund1.80
URFRXUSAA Target Retirement 2040 Fund1.78
PDDDXPrudential Day One 2020 Fund1.77
JPYRXJPMorgan SmartRetirement Blend 2035 Fund Class R61.54
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Historical Sharpe Ratio

The chart shows JPYRX's rolling Sharpe ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to total volatility, while declining trends may signal deteriorating risk-adjusted performance or increased volatility. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when JPYRX consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

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