JPTBX vs. JUEMX
JPTBX (JPMorgan SmartRetirement Blend 2055 Fund) and JUEMX (JPMorgan U.S. Equity Fund R6) are both mutual funds - JPTBX is a Target Retirement Date fund managed by JPMorgan, while JUEMX is a Large Cap Blend Equities fund managed by JPMorgan. Over the past 10 years, JPTBX returned 10.71%/yr vs 15.46%/yr for JUEMX. Their correlation of 0.94 means they have usually moved in the same direction. JPTBX charges 0.33%/yr vs 0.44%/yr for JUEMX.
Performance
JPTBX vs. JUEMX - Performance Comparison
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Returns By Period
In the year-to-date period, JPTBX achieves a 11.03% return, which is significantly higher than JUEMX's 3.10% return. Over the past 10 years, JPTBX has underperformed JUEMX with an annualized return of 10.71%, while JUEMX has yielded a comparatively higher 15.46% annualized return.
JPTBX
- 1D
- 1.85%
- 1M
- -0.37%
- 6M
- 7.69%
- YTD
- 11.03%
- 1Y
- 22.56%
- 3Y*
- 16.28%
- 5Y*
- 9.40%
- 10Y*
- 10.71%
- ALL TIME*
- 10.07%
JUEMX
- 1D
- 1.76%
- 1M
- -1.35%
- 6M
- 2.57%
- YTD
- 3.10%
- 1Y
- 10.79%
- 3Y*
- 17.84%
- 5Y*
- 11.97%
- 10Y*
- 15.46%
- ALL TIME*
- 14.68%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
JPTBX vs. JUEMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JPTBX JPMorgan SmartRetirement Blend 2055 Fund | 11.03% | 20.02% | 11.95% | 22.09% | -17.76% | 17.54% | 12.93% | 24.57% | -8.62% | 20.15% |
JUEMX JPMorgan U.S. Equity Fund R6 | 3.10% | 14.75% | 31.28% | 27.37% | -18.74% | 28.66% | 26.70% | 32.40% | -5.80% | 21.70% |
Correlation
The correlation between JPTBX and JUEMX is 0.93, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.93 |
Correlation (3Y) Balances recent behavior with more history. | 0.91 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.93 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.93 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2013 | 0.94 |
The correlation between JPTBX and JUEMX has been stable across timeframes, ranging from 0.91 to 0.94 - a consistent structural relationship.
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Return for Risk
JPTBX vs. JUEMX — Risk / Return Rank
JPTBX
JUEMX
JPTBX vs. JUEMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan SmartRetirement Blend 2055 Fund (JPTBX) and JPMorgan U.S. Equity Fund R6 (JUEMX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| JPTBX | JUEMX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.95 | ||
| Sortino ratioReturn per unit of downside risk | +1.28 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 1.13 | +0.17 |
| Calmar ratioReturn relative to maximum drawdown | 2.30 | 0.74 | +1.55 |
| Martin ratioReturn relative to average drawdown | 9.86 | 2.87 | +7.00 |
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Drawdowns
JPTBX vs. JUEMX - Drawdown Comparison
The maximum JPTBX drawdown since its inception was -32.64%, roughly equal to the maximum JUEMX drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for JPTBX and JUEMX.
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Drawdown Indicators
| JPTBX | JUEMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.64% | -33.37% | +0.73% |
Max Drawdown (1Y)Largest decline over 1 year | -9.00% | -11.90% | +2.90% |
Max Drawdown (3Y)Largest decline over 3 years | -15.41% | -19.10% | +3.69% |
Max Drawdown (5Y)Largest decline over 5 years | -25.39% | -24.52% | -0.87% |
Max Drawdown (10Y)Largest decline over 10 years | -32.64% | -33.37% | +0.73% |
Current DrawdownCurrent decline from peak | -1.27% | -3.12% | +1.85% |
Average DrawdownAverage peak-to-trough decline | -4.23% | -4.06% | -0.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.09% | 3.09% | -1.00% |
Volatility
JPTBX vs. JUEMX - Volatility Comparison
JPMorgan SmartRetirement Blend 2055 Fund (JPTBX) and JPMorgan U.S. Equity Fund R6 (JUEMX) have volatilities of 3.62% and 3.67%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JPTBX | JUEMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.62% | 3.67% | -0.05% |
Volatility (6M)Calculated over the trailing 6-month period | 10.66% | 10.69% | -0.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.81% | 13.37% | -0.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.94% | 17.54% | -2.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.56% | 18.56% | -3.00% |
JPTBX vs. JUEMX - Expense Ratio Comparison
JPTBX has a 0.33% expense ratio, which is lower than JUEMX's 0.44% expense ratio.
Dividends
JPTBX vs. JUEMX - Dividend Comparison
JPTBX's dividend yield for the trailing twelve months is around 2.00%, less than JUEMX's 5.75% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JPTBX JPMorgan SmartRetirement Blend 2055 Fund | 2.00% | 2.22% | 1.95% | 1.83% | 1.61% | 5.17% | 1.14% | 2.30% | 4.95% | 1.90% | 2.03% | 1.99% |
JUEMX JPMorgan U.S. Equity Fund R6 | 5.75% | 5.93% | 12.09% | 2.14% | 5.20% | 10.82% | 6.70% | 10.14% | 14.65% | 8.81% | 4.87% | 6.27% |
Frequently Asked Questions
With a correlation of 0.93, JPTBX and JUEMX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
JUEMX has higher volatility (3.67%) compared to JPTBX (3.62%). In terms of maximum drawdown, JPTBX dropped -32.64% vs JUEMX's -33.37%.
JPTBX currently has the higher Sharpe Ratio (1.61 vs 0.66), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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