See what your fund actually adds

JPMorgan Smartretirement® Blend 2065 Fund Class R3 JSBPX

Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.

Fund and replication metrics

JSBPX compared with its replication portfolio
MeasureJSBPXReplication
Annualized growth17.5%19.9%
Annualized volatility12.7%13.5%
Sharpe ratio1.341.41
Maximum drawdown12.7%13.1%
Replication fit (R²)0.98 · Tracking error 1.6%

Replication portfolio

The published portfolio below is the investable basket used to model JSBPX’s historical return behavior.

JSBPX replication basket weights
TickerBuilding blockWeight
VOOUS Large Cap37.4%
VTIUS Broad Market17.9%
EFGIntl · Growth16.7%
EFVIntl · Value15.7%
VWOEmerging Markets12.4%