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JPMorgan SmartRetirement Blend 2050 R4 (JNTPX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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30.49+0.34 (+1.13%)
As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return3.67%
5-Year Average Return8.01%
Number of Years Up4
Number of Years Down2
Best 1 Yr Total Return (Apr 22, 2024)24.33%
Worst 1 Yr Total Return (Apr 22, 2024)N/A
Best 3-Yr Total Return24.33%
Worst 3-Yr Total Return2.97%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnJNTPXCategory
YTD7.00%11.99%
1-Month2.98%1.08%
3-Month7.00%6.55%
1-Year20.07%37.09%
3-Year5.41%13.69%
5-Year9.27%13.58%
10-Year8.04%10.11%
Last Bull Market34.13%19.71%
Last Bear Market-14.35%-18.27%

Annual Total Return (%) History

Year
JNTPXCategory
2024
N/AN/A
2023
19.41%N/A
2022
-17.83%N/A
2021
17.48%N/A
2020
13.10%15.25%
2019
24.33%24.54%
2018
-8.53%-8.41%
2017
N/A20.67%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20247.00%N/AN/AN/A
20236.42%5.39%-3.91%10.80%
2022-6.11%-14.35%-6.52%9.31%
20215.33%6.28%-1.38%6.42%
2020-21.27%17.29%6.86%14.63%
201911.33%3.16%0.74%7.46%
2018-0.88%0.34%3.52%-11.16%
20174.45%4.92%N/AN/A

Rank In Category (By Total Return)

YTD73
1-Month76
3-Month73
1-Year75
3-Year57
5-Year78

Load Adjusted Returns

1-Year20.07%
3-Year5.41%
5-Year9.27%
10-Year8.04%