JPTBX vs. VIIIX
Compare and contrast key facts about JPMorgan SmartRetirement Blend 2055 Fund (JPTBX) and Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX).
JPTBX is managed by JPMorgan. It was launched on Jul 1, 2012. VIIIX is managed by Vanguard. It was launched on Jul 7, 1997.
Performance
JPTBX vs. VIIIX - Performance Comparison
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JPTBX vs. VIIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JPTBX JPMorgan SmartRetirement Blend 2055 Fund | -1.27% | 20.02% | 11.95% | 22.09% | -17.76% | 17.54% | 12.93% | 24.57% | -8.62% | 20.15% |
VIIIX Vanguard Institutional Index Fund Institutional Plus Shares | -4.34% | 17.87% | 26.29% | 25.79% | -18.14% | 28.69% | 18.41% | 31.48% | -4.41% | 21.82% |
Returns By Period
In the year-to-date period, JPTBX achieves a -1.27% return, which is significantly higher than VIIIX's -4.34% return. Over the past 10 years, JPTBX has underperformed VIIIX with an annualized return of 10.03%, while VIIIX has yielded a comparatively higher 14.15% annualized return.
JPTBX
- 1D
- 2.75%
- 1M
- -5.43%
- YTD
- -1.27%
- 6M
- 1.25%
- 1Y
- 18.86%
- 3Y*
- 15.00%
- 5Y*
- 7.98%
- 10Y*
- 10.03%
VIIIX
- 1D
- 2.92%
- 1M
- -5.03%
- YTD
- -4.34%
- 6M
- -2.14%
- 1Y
- 17.34%
- 3Y*
- 18.70%
- 5Y*
- 11.92%
- 10Y*
- 14.15%
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JPTBX vs. VIIIX - Expense Ratio Comparison
JPTBX has a 0.33% expense ratio, which is higher than VIIIX's 0.02% expense ratio.
Return for Risk
JPTBX vs. VIIIX — Risk / Return Rank
JPTBX
VIIIX
JPTBX vs. VIIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan SmartRetirement Blend 2055 Fund (JPTBX) and Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX). 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.
| JPTBX | VIIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.20 | 0.98 | +0.23 |
Sortino ratioReturn per unit of downside risk | 1.77 | 1.49 | +0.28 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.23 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.70 | 1.52 | +0.18 |
Martin ratioReturn relative to average drawdown | 7.92 | 7.31 | +0.62 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| JPTBX | VIIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.20 | 0.98 | +0.23 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.71 | -0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.79 | -0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.64 | 0.47 | +0.17 |
Correlation
The correlation between JPTBX and VIIIX is 0.96, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
JPTBX vs. VIIIX - Dividend Comparison
JPTBX's dividend yield for the trailing twelve months is around 2.25%, less than VIIIX's 2.81% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JPTBX JPMorgan SmartRetirement Blend 2055 Fund | 2.25% | 2.22% | 1.95% | 1.83% | 1.61% | 5.17% | 1.14% | 2.30% | 4.95% | 1.90% | 2.03% | 1.99% |
VIIIX Vanguard Institutional Index Fund Institutional Plus Shares | 2.81% | 2.11% | 3.66% | 2.66% | 3.39% | 4.79% | 3.07% | 2.86% | 2.45% | 1.84% | 2.38% | 2.47% |
Drawdowns
JPTBX vs. VIIIX - Drawdown Comparison
The maximum JPTBX drawdown since its inception was -32.64%, smaller than the maximum VIIIX drawdown of -55.18%. Use the drawdown chart below to compare losses from any high point for JPTBX and VIIIX.
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Drawdown Indicators
| JPTBX | VIIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.64% | -55.18% | +22.54% |
Max Drawdown (1Y)Largest decline over 1 year | -11.28% | -12.12% | +0.84% |
Max Drawdown (5Y)Largest decline over 5 years | -25.39% | -24.50% | -0.89% |
Max Drawdown (10Y)Largest decline over 10 years | -32.64% | -33.79% | +1.15% |
Current DrawdownCurrent decline from peak | -6.50% | -6.24% | -0.26% |
Average DrawdownAverage peak-to-trough decline | -4.30% | -10.07% | +5.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.42% | 2.52% | -0.10% |
Volatility
JPTBX vs. VIIIX - Volatility Comparison
JPMorgan SmartRetirement Blend 2055 Fund (JPTBX) has a higher volatility of 5.84% compared to Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX) at 5.34%. This indicates that JPTBX's price experiences larger fluctuations and is considered to be riskier than VIIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JPTBX | VIIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.84% | 5.34% | +0.50% |
Volatility (6M)Calculated over the trailing 6-month period | 9.16% | 9.53% | -0.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.02% | 18.32% | -2.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.74% | 16.90% | -2.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.51% | 18.04% | -2.53% |