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JPMorgan SmartRetirement 2035 Fund (SRJCX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend2W10W9M
16.73+0.08 (+0.48%)
As of 08:05AM EDT. Market open.
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Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return6.09%
5-Year Average Return3.87%
Number of Years Up10
Number of Years Down5
Best 1 Yr Total Return (Sep 27, 2023)32.84%
Worst 1 Yr Total Return (Sep 27, 2023)N/A
Best 3-Yr Total Return32.84%
Worst 3-Yr Total Return-0.06%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnSRJCXCategory
YTD6.09%9.49%
1-Month-2.56%1.04%
3-Month-2.79%5.73%
1-Year11.13%29.95%
3-Year3.63%12.29%
5-Year3.87%12.13%
10-Year5.52%9.24%
Last Bull Market27.69%19.43%
Last Bear Market-13.08%-17.22%

Annual Total Return (%) History

Year
SRJCXCategory
2023
N/AN/A
2022
-17.96%N/A
2021
12.88%N/A
2020
13.33%14.04%
2019
21.47%22.04%
2018
-9.53%-7.04%
2017
19.37%18.43%
2016
5.50%7.57%
2015
-2.36%-1.76%
2014
6.80%5.24%
2013
21.11%20.00%
2012
17.17%14.64%
2011
-5.55%-3.51%
2010
15.70%14.28%
2009
32.84%30.06%
2008
-35.05%-37.04%
2007
N/A7.02%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20235.71%4.08%N/AN/A
2022-6.45%-13.08%-5.81%7.12%
20213.68%5.15%-1.58%5.20%
2020-18.36%15.43%6.35%13.09%
201910.23%3.27%0.35%6.34%
2018-1.10%-0.56%2.92%-10.63%
20175.43%3.61%4.42%4.66%
2016-0.50%1.68%3.93%0.32%
20152.87%-0.91%-7.42%3.46%
20141.15%3.90%-1.64%3.31%
20136.20%0.46%5.94%7.15%
201212.50%-4.08%5.13%3.29%
20113.80%0.51%-17.02%9.10%
20104.45%-9.68%12.81%8.72%
2009-9.83%19.19%17.54%5.16%
2008-8.21%-2.24%-10.23%-19.38%
2007-2.30%N/AN/AN/A

Rank In Category (By Total Return)

YTD54
1-Month43
3-Month75
1-Year55
3-Year77
5-Year90

Load Adjusted Returns

1-Year7.88%
3-Year3.99%
5-Year4.60%
10-Year6.44%
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