Canada markets closed

JPMorgan SmartRetirement Blend 2040 R4 (JNTNX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
29.81+0.02 (+0.07%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return5.71%
5-Year Average Return8.30%
Number of Years Up4
Number of Years Down2
Best 1 Yr Total Return (May 8, 2024)23.54%
Worst 1 Yr Total Return (May 8, 2024)N/A
Best 3-Yr Total Return23.54%
Worst 3-Yr Total Return2.51%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnJNTNXCategory
YTD2.38%10.80%
1-Month-3.54%1.06%
3-Month2.49%6.14%
1-Year12.72%33.59%
3-Year2.20%12.99%
5-Year7.12%12.87%
10-Year7.15%9.72%
Last Bull Market20.46%19.05%
Last Bear Market-13.59%-17.54%

Annual Total Return (%) History

Year
JNTNXCategory
2024
N/AN/A
2023
18.10%N/A
2022
-17.35%N/A
2021
15.61%N/A
2020
12.75%14.56%
2019
23.54%23.19%
2018
-8.22%-7.74%
2017
N/A19.52%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20246.14%N/AN/AN/A
20236.16%4.72%-3.69%10.31%
2022-6.11%-13.59%-6.19%8.60%
20214.55%5.86%-1.26%5.79%
2020-19.97%16.35%6.50%13.69%
201911.03%3.12%0.82%7.02%
2018-0.86%0.35%3.41%-10.78%
20174.40%4.83%N/AN/A

Rank In Category (By Total Return)

YTD66
1-Month52
3-Month68
1-Year70
3-Year54
5-Year75

Load Adjusted Returns

1-Year12.72%
3-Year2.20%
5-Year7.12%
10-Year7.15%