SRJAX - JPMorgan SmartRetirement 2035 Fund

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return7.94%
5-Year Average Return5.06%
Number of Years Up10
Number of Years Down5
Best 1 Yr Total Return (Jun 1, 2023)33.63%
Worst 1 Yr Total Return (Jun 1, 2023)N/A
Best 3-Yr Total Return33.63%
Worst 3-Yr Total Return0.50%

Trailing Returns (%) Vs. Benchmarks

ReturnSRJAXCategory
YTD7.94%9.49%
1-Month1.83%1.04%
3-Month3.85%5.73%
1-Year1.30%29.95%
3-Year7.20%12.29%
5-Year5.06%12.13%
10-Year6.75%9.24%
Last Bull Market28.25%19.43%
Last Bear Market-12.99%-17.22%

Annual Total Return (%) History

Year
SRJAXCategory
2023
N/AN/A
2022
-17.48%N/A
2021
13.58%N/A
2020
13.96%14.04%
2019
22.20%22.04%
2018
-9.03%-7.04%
2017
20.15%18.43%
2016
6.15%7.57%
2015
-1.73%-1.76%
2014
7.57%5.24%
2013
21.86%20.00%
2012
17.88%14.64%
2011
-4.89%-3.51%
2010
16.42%14.28%
2009
33.63%30.06%
2008
-34.76%-37.04%
2007
N/A7.02%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20235.81%N/AN/AN/A
2022-6.32%-12.99%-5.66%7.30%
20213.88%5.26%-1.42%5.37%
2020-18.25%15.57%6.54%13.21%
201910.41%3.39%0.49%6.53%
2018-0.99%-0.37%3.04%-10.51%
20175.61%3.75%4.60%4.84%
2016-0.39%1.90%4.07%0.49%
20153.03%-0.80%-7.20%3.61%
20141.35%4.09%-1.54%3.57%
20136.39%0.60%6.13%7.29%
201212.61%-3.93%5.34%3.44%
20113.94%0.72%-16.89%9.32%
20104.59%-9.58%13.10%8.84%
2009-9.69%19.32%17.67%5.38%
2008-8.09%-2.13%-10.16%-19.28%
2007-2.17%N/AN/AN/A

Rank In Category (By Total Return)

YTD40
1-Month40
3-Month57
1-Year50
3-Year39
5-Year80

Load Adjusted Returns

1-Year-3.53%
3-Year7.18%
5-Year4.18%
10-Year6.22%