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JPMorgan SmartRetirement 2040 Fund Class I (SMTSX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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25.49+0.37 (+1.47%)
At close: 8:01PM EDT

Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return7.78%
5-Year Average Return7.09%
Number of Years Up10
Number of Years Down4
Best 1 Yr Total Return (Feb 3, 2019)33.61%
Worst 1 Yr Total Return (Feb 3, 2019)-34.72%
Best 3-Yr Total Return33.61%
Worst 3-Yr Total Return-2.47%

Trailing Returns (%) Vs. Benchmarks

ReturnSMTSXCategory
YTD4.75%4.37%
1-Month2.01%2.21%
3-Month4.75%4.37%
1-Year50.43%47.12%
3-Year10.82%11.15%
5-Year11.97%11.94%
10-Year9.40%9.10%
Last Bull Market22.53%19.05%
Last Bear Market-19.31%-17.54%

Annual Total Return (%) History

Year
SMTSXCategory
2021
N/AN/A
2020
14.90%14.56%
2019
23.97%23.19%
2018
-9.60%-7.74%
2017
21.74%19.52%
2016
6.61%7.95%
2015
-1.79%-1.99%
2014
7.76%5.25%
2013
22.83%19.97%
2012
18.16%14.64%
2011
-5.01%-3.49%
2010
16.75%14.37%
2009
33.61%30.90%
2008
-34.72%-37.94%
2007
6.37%6.21%
2006
N/A14.67%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20214.75%N/AN/AN/A
2020-19.99%17.09%7.06%14.56%
201911.24%3.50%0.27%7.39%
2018-0.90%-0.33%3.34%-11.45%
20176.04%4.00%4.91%5.23%
2016-0.53%1.85%4.45%0.76%
20153.13%-0.68%-7.75%3.93%
20141.38%4.25%-1.56%3.58%
20136.68%0.70%6.35%7.51%
201212.83%-4.01%5.39%3.52%
20113.95%0.65%-16.93%9.29%
20104.60%-9.44%13.07%9.01%
2009-9.91%19.26%17.93%5.45%
2008-7.78%-2.09%-10.24%-19.46%
20072.53%4.57%1.58%-2.33%
20064.31%7.86%N/AN/A

Rank In Category (By Total Return)

YTD33
1-Month80
3-Month33
1-Year29
3-Year65
5-Year51

Load Adjusted Returns

1-Year50.43%
3-Year10.82%
5-Year11.97%
10-Year9.40%