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JPMorgan SmartRetirement 2030 R5 (JSMIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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18.97+0.11 (+0.58%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.30%
5-year average return6.25%
Number of years up12
Number of years down5
Best 1-yr total return (2 Jul 2024)32.98%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return32.98%
Worst 3-yr total return1.35%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJSMIXCategory
YTD6.50%7.97%
1-month1.40%0.98%
3-month1.62%5.18%
1-year12.59%25.53%
3-year2.06%11.28%
5-year6.34%10.98%
10-year6.16%8.54%
Last bull market17.28%17.21%
Last bear market-11.53%-15.52%

Annual total return (%) history

Year
JSMIXCategory
2024
N/AN/A
2023
15.53%N/A
2022
-16.55%N/A
2021
10.77%N/A
2020
12.62%12.99%
2019
20.71%20.07%
2018
-7.54%-6.25%
2017
18.88%16.57%
2016
6.15%7.33%
2015
-1.31%-1.79%
2014
7.70%5.04%
2013
19.94%16.65%
2012
17.24%13.59%
2011
-4.03%-2.26%
2010
16.53%13.47%
2009
32.98%28.87%
2008
-33.69%-36.04%
2007
6.43%6.50%
2006
N/A13.60%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.81%1.62%N/AN/A
20235.66%3.43%-3.43%9.47%
2022-6.47%-11.53%-5.21%6.40%
20212.26%4.62%-0.94%4.53%
2020-15.50%13.34%5.60%11.36%
20199.82%3.53%0.87%5.25%
2018-0.78%-0.13%2.74%-9.19%
20175.20%3.66%4.29%4.54%
2016-0.05%2.02%3.87%0.22%
20153.03%-0.85%-6.48%3.31%
20141.44%4.01%-1.26%3.38%
20135.93%0.38%5.69%6.72%
201211.77%-3.33%5.09%3.26%
20113.69%0.84%-15.52%8.65%
20104.58%-8.55%12.44%8.37%
2009-9.29%18.63%17.38%5.27%
2008-7.40%-2.01%-9.73%-19.04%
20072.58%4.50%1.64%-2.32%
20064.36%7.81%N/AN/A

Rank in category (by total return)

YTD19
1-month13
3-month3
1-year17
3-year29
5-year64

Load adjusted returns

1-year12.59%
3-year2.06%
5-year6.34%
10-year6.16%