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JPMorgan SmartRetirement 2040 I (SMTSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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20.39-0.08 (-0.39%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.56%
5-year average return7.74%
Number of years up12
Number of years down5
Best 1-yr total return (17 Apr 2024)33.61%
Worst 1-yr total return (17 Apr 2024)N/A
Best 3-yr total return33.61%
Worst 3-yr total return2.95%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSMTSXCategory
YTD6.96%10.80%
1-month2.79%1.06%
3-month6.96%6.14%
1-year19.55%33.59%
3-year4.79%12.99%
5-year9.07%12.87%
10-year7.72%9.72%
Last bull market31.84%19.05%
Last bear market-13.81%-17.54%

Annual total return (%) history

Year
SMTSXCategory
2024
N/AN/A
2023
18.68%N/A
2022
-17.84%N/A
2021
15.58%N/A
2020
14.90%14.56%
2019
23.97%23.19%
2018
-9.60%-7.74%
2017
21.74%19.52%
2016
6.61%7.95%
2015
-1.79%-1.99%
2014
7.76%5.25%
2013
22.83%19.97%
2012
18.16%14.64%
2011
-5.01%-3.49%
2010
16.75%14.37%
2009
33.61%30.90%
2008
-34.72%-37.94%
2007
6.37%6.21%
2006
N/A14.67%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.96%N/AN/AN/A
20236.18%4.95%-3.66%10.55%
2022-6.32%-13.81%-5.93%8.17%
20214.75%5.67%-1.54%6.04%
2020-19.99%17.09%7.06%14.56%
201911.24%3.50%0.27%7.39%
2018-0.90%-0.33%3.34%-11.45%
20176.04%4.00%4.91%5.23%
2016-0.53%1.85%4.45%0.76%
20153.13%-0.68%-7.75%3.93%
20141.38%4.25%-1.56%3.58%
20136.68%0.70%6.35%7.51%
201212.83%-4.01%5.39%3.52%
20113.95%0.65%-16.93%9.29%
20104.60%-9.44%13.07%9.01%
2009-9.91%19.26%17.93%5.45%
2008-7.78%-2.09%-10.24%-19.46%
20072.53%4.57%1.58%-2.33%
20064.31%7.86%N/AN/A

Rank in category (by total return)

YTD31
1-month66
3-month31
1-year29
3-year47
5-year43

Load adjusted returns

1-year19.55%
3-year4.79%
5-year9.07%
10-year7.72%