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JPMorgan SmartRetirement Blend 2035 R6 (JPYRX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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27.67+0.26 (+0.95%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return3.83%
5-Year Average Return7.04%
Number of Years Up8
Number of Years Down3
Best 1 Yr Total Return (May 2, 2024)22.26%
Worst 1 Yr Total Return (May 2, 2024)N/A
Best 3-Yr Total Return22.26%
Worst 3-Yr Total Return2.30%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnJPYRXCategory
YTD1.91%9.49%
1-Month-3.35%1.04%
3-Month1.95%5.73%
1-Year11.47%29.95%
3-Year1.88%12.29%
5-Year6.68%12.13%
10-Year6.80%9.24%
Last Bull Market19.04%19.43%
Last Bear Market-12.71%-17.22%

Annual Total Return (%) History

Year
JPYRXCategory
2024
N/AN/A
2023
17.05%N/A
2022
-16.69%N/A
2021
14.09%N/A
2020
12.62%14.04%
2019
22.26%22.04%
2018
-7.37%-7.04%
2017
18.90%18.43%
2016
8.32%7.57%
2015
-0.97%-1.76%
2014
6.94%5.24%
2013
19.99%20.00%
2012
N/A14.64%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20245.44%N/AN/AN/A
20235.95%4.12%-3.49%9.94%
2022-6.03%-12.71%-5.77%7.79%
20213.83%5.52%-1.07%5.25%
2020-18.06%15.16%6.07%12.52%
201910.24%3.19%1.03%6.38%
2018-0.88%0.30%3.24%-9.75%
20175.20%3.71%4.19%4.60%
20161.09%2.27%4.05%0.70%
20152.36%-0.83%-6.17%3.97%
20141.39%4.52%-1.73%2.68%
20136.06%-0.05%5.92%6.87%
20122.79%N/AN/AN/A

Rank In Category (By Total Return)

YTD54
1-Month45
3-Month48
1-Year50
3-Year26
5-Year56

Load Adjusted Returns

1-Year11.47%
3-Year1.88%
5-Year6.68%
10-Year6.80%