Nasdaq - Delayed Quote USD

JPMorgan SmartRetirement 2060 R4 (JAKQX)

21.31 +0.20 (+0.95%)
As of 8:05 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 3.75%
5y Average Return 8.54%
Number of Years Up 5
Number of Years Down 2
Best 1Y Total Return (Apr 22, 2024) 24.66%
Worst 1Y Total Return (Apr 22, 2024) --
Best 3Y Total Return 24.66%
Worst 3Y Total Return 3.37%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
JAKQX
Category
YTD
7.98%
6.10%
1-Month
3.07%
0.90%
3-Month
7.98%
6.10%
1-Year
21.79%
14.41%
3-Year
5.59%
4.94%
5-Year
9.83%
9.53%
10-Year
0.00%
0.00%
Last Bull Market
34.79%
5.12%
Last Bear Market
-14.60%
0.00%

Annual Total Return (%) History

Year
JAKQX
Category
2024
--
--
2023
19.98%
--
2022
-18.33%
--
2021
17.37%
--
2020
15.22%
15.52%
2019
24.66%
25.15%
2018
-9.73%
-8.52%
2017
21.76%
21.27%

2016
--
7.81%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 7.98% -- -- --
2023 6.38% 5.62% -3.84% 11.05%
2022 -6.33% -14.60% -6.16% 8.80%
2021 5.48% 6.07% -1.66% 6.66%
2020 -21.34% 17.92% 7.51% 15.54%
2019 11.60% 3.49% 0.13% 7.78%
2018 -0.89% -0.25% 3.41% -11.70%
2017 6.19% 3.79% 4.91% 5.30%
2016 1.48% -- -- --

Rank in Category (By Total Return)

YTD 36
1-Month 76
3-Month 36
1-Year 36
3-Year 52
5-Year 60

Load Adjusted Returns

1-Year 21.79%
3-Year 5.59%
5-Year 9.83%
10-Year --

Performance & Risk

YTD Return 3.75%
5y Average Return 8.54%
Rank in Category (ytd) 36
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.25
Morningstar Risk Rating

Fund Overview

Category Target-Date 2060+
Fund Family JPMorgan
Net Assets 639.85M
YTD Return 7.98%
Yield 1.52%
Morningstar Rating
Inception Date Aug 31, 2016

Fund Summary

The fund is generally intended for investors who plan to retire around the year 2060 and then withdraw their investment in the fund throughout retirement. It is designed to provide exposure to equity, fixed income and cash/cash equivalent asset classes by investing in mutual funds and ETFs within the same group of investment companies, passive ETFs that are managed by unaffiliated investment advisers in certain limited instances and/or direct investments in other financial instruments.

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