Nasdaq - Delayed Quote USD

JPMorgan SmartRetirement Blend 2020 R5 (JBSRX)

19.50 +0.10 (+0.52%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 0.88%
5y Average Return 3.92%
Number of Years Up 8
Number of Years Down 3
Best 1Y Total Return (Apr 26, 2024) 15.41%
Worst 1Y Total Return (Apr 26, 2024) --
Best 3Y Total Return 15.41%
Worst 3Y Total Return 0.27%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
JBSRX
Category
YTD
3.16%
5.78%
1-Month
1.84%
0.81%
3-Month
3.16%
4.21%
1-Year
10.44%
18.91%
3-Year
1.61%
9.48%
5-Year
4.65%
8.82%
10-Year
4.87%
7.36%
Last Bull Market
14.22%
14.92%
Last Bear Market
-9.03%
-12.14%

Annual Total Return (%) History

Year
JBSRX
Category
2024
--
--
2023
11.86%
--
2022
-13.78%
--
2021
6.25%
--
2020
10.07%
10.79%
2019
15.41%
16.14%
2018
-4.62%
-4.49%
2017
13.24%
12.46%

2016
6.69%
6.23%
2015
-0.70%
-1.57%
2014
6.29%
4.72%
2013
12.97%
11.57%
2012
--
11.68%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 3.16% -- -- --
2023 4.48% 1.98% -2.73% 7.93%
2022 -5.35% -9.03% -4.31% 4.64%
2021 0.75% 3.41% -0.38% 2.37%
2020 -9.95% 9.77% 3.92% 7.15%
2019 7.00% 2.93% 1.47% 3.27%
2018 -0.78% 0.04% 2.08% -5.86%
2017 3.68% 2.77% 3.04% 3.14%
2016 1.68% 2.37% 2.93% -0.41%
2015 2.06% -1.12% -4.01% 2.50%

2014 1.54% 3.68% -1.29% 2.28%
2013 4.12% -0.81% 4.26% 4.91%
2012 2.11% -- -- --

Rank in Category (By Total Return)

YTD 69
1-Month 78
3-Month 69
1-Year 62
3-Year 68
5-Year 81

Load Adjusted Returns

1-Year 10.44%
3-Year 1.61%
5-Year 4.65%
10-Year 4.87%

Performance & Risk

YTD Return 0.88%
5y Average Return 3.92%
Rank in Category (ytd) 69
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.76
Morningstar Risk Rating

Fund Overview

Category Target-Date 2020
Fund Family JPMorgan
Net Assets 839.27M
YTD Return 3.16%
Yield 3.19%
Morningstar Rating
Inception Date Jul 02, 2012

Fund Summary

The fund is generally intended for investors who retired on or around the year 2020 and then withdraw their investment in it throughout retirement. It is designed to provide exposure to equity, debt 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 securities and other financial instruments.

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