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JPMorgan SmartRetirement Blend 2060 Fund Class R2 (JATPX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
20.55+0.50 (+2.49%)
At close: 08:00PM EST
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Performance Overview

Morningstar Return Rating
Year-to-Date Return7.74%
5-Year Average Return0.00%
Number of Years Up4
Number of Years Down1
Best 1 Yr Total Return (Feb 3, 2019)23.77%
Worst 1 Yr Total Return (Feb 3, 2019)-8.56%
Best 3-Yr Total Return23.77%
Worst 3-Yr Total Return8.28%

Trailing Returns (%) Vs. Benchmarks

ReturnJATPXCategory
YTD-21.37%6.10%
1-Month4.07%0.90%
3-Month-6.43%6.10%
1-Year-19.69%14.41%
3-Year2.83%4.94%
5-Year6.23%9.53%
10-Year0.00%0.00%
Last Bull Market33.60%5.12%
Last Bear Market-20.41%0.00%

Annual Total Return (%) History

Year
JATPXCategory
2022
N/AN/A
2021
16.93%N/A
2020
12.18%15.52%
2019
23.77%25.15%
2018
-8.56%-8.52%
2017
19.49%21.27%
2016
N/A7.81%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2022-6.24%-14.32%N/AN/A
20215.22%6.13%-1.49%6.29%
2020-21.44%16.98%6.68%14.42%
201911.21%3.04%0.61%7.36%
2018-0.88%0.40%3.51%-11.24%
20175.50%3.76%4.20%4.75%
20160.85%N/AN/AN/A

Rank In Category (By Total Return)

YTD40
1-Month34
3-Month33
1-Year43
3-Year92
5-Year93

Load Adjusted Returns

1-Year-15.88%
3-Year4.41%
5-Year5.41%
10-YearN/A
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