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JPMorgan SmartRetirement Blend 2030 R6 (JRBYX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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25.68+0.06 (+0.23%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return6.12%
5-Year Average Return6.80%
Number of Years Up8
Number of Years Down3
Best 1 Yr Total Return (Jun 16, 2024)20.41%
Worst 1 Yr Total Return (Jun 16, 2024)N/A
Best 3-Yr Total Return20.41%
Worst 3-Yr Total Return1.57%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnJRBYXCategory
YTD4.63%7.97%
1-Month3.39%0.98%
3-Month2.47%5.18%
1-Year14.52%25.53%
3-Year1.78%11.28%
5-Year7.08%10.98%
10-Year6.24%8.54%
Last Bull Market17.13%17.21%
Last Bear Market-11.55%-15.52%

Annual Total Return (%) History

Year
JRBYXCategory
2024
N/AN/A
2023
15.29%N/A
2022
-16.10%N/A
2021
11.33%N/A
2020
12.17%12.99%
2019
20.41%20.07%
2018
-6.59%-6.25%
2017
17.44%16.57%
2016
7.87%7.33%
2015
-0.85%-1.79%
2014
6.90%5.04%
2013
18.05%16.65%
2012
N/A13.59%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20244.46%N/AN/AN/A
20235.51%3.34%-3.36%9.41%
2022-6.07%-11.55%-5.43%6.79%
20212.73%4.84%-0.90%4.31%
2020-15.47%13.53%5.41%10.90%
20199.37%3.17%1.21%5.43%
2018-0.80%0.21%2.91%-8.68%
20174.81%3.52%3.91%4.16%
20161.12%2.41%3.72%0.43%
20152.32%-0.91%-5.62%3.63%
20141.49%4.32%-1.59%2.60%
20135.49%-0.25%5.54%6.30%
20122.55%N/AN/AN/A

Rank In Category (By Total Return)

YTD48
1-Month30
3-Month35
1-Year45
3-Year35
5-Year64

Load Adjusted Returns

1-Year14.52%
3-Year1.78%
5-Year7.08%
10-Year6.24%