Nasdaq - Delayed Quote USD

JPMorgan SmartRetirement 2035 R6 (SRJYX)

19.15 +0.18 (+0.95%)
As of 8:05 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 3.46%
5y Average Return 7.40%
Number of Years Up 6
Number of Years Down 3
Best 1Y Total Return (Apr 23, 2024) 22.64%
Worst 1Y Total Return (Apr 23, 2024) --
Best 3Y Total Return 22.64%
Worst 3Y Total Return 2.65%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SRJYX
Category
YTD
6.21%
9.49%
1-Month
2.61%
1.04%
3-Month
6.21%
5.73%
1-Year
17.82%
29.95%
3-Year
4.31%
12.29%
5-Year
8.44%
12.13%
10-Year
7.36%
9.24%
Last Bull Market
28.71%
19.43%
Last Bear Market
-12.87%
-17.22%

Annual Total Return (%) History

Year
SRJYX
Category
2024
--
--
2023
17.53%
--
2022
-17.14%
--
2021
14.05%
--
2020
14.45%
14.04%
2019
22.64%
22.04%
2018
-8.66%
-7.04%
2017
20.54%
18.43%

2016
6.50%
7.57%
2015
-1.44%
-1.76%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 6.21% -- -- --
2023 5.95% 4.33% -3.48% 10.15%
2022 -6.22% -12.87% -5.60% 7.43%
2021 3.96% 5.38% -1.30% 5.48%
2020 -18.18% 15.77% 6.61% 13.33%
2019 10.45% 3.57% 0.54% 6.63%
2018 -0.88% -0.27% 3.13% -10.40%
2017 5.66% 3.86% 4.66% 4.95%
2016 -0.32% 1.97% 4.19% 0.56%
2015 3.08% -0.73% -7.15% 3.73%

Rank in Category (By Total Return)

YTD 18
1-Month 49
3-Month 18
1-Year 16
3-Year 22
5-Year 28

Load Adjusted Returns

1-Year 17.82%
3-Year 4.31%
5-Year 8.44%
10-Year 7.36%

Performance & Risk

YTD Return 3.46%
5y Average Return 7.40%
Rank in Category (ytd) 18
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.10
Morningstar Risk Rating

Fund Overview

Category Target-Date 2035
Fund Family JPMorgan
Net Assets 3.77B
YTD Return 6.21%
Yield 2.28%
Morningstar Rating
Inception Date Jul 31, 2007

Fund Summary

The fund is generally intended for investors who plan to retire around the year 2035 and then withdraw their investment in the fund throughout retirement. It is designed to provide exposure to equity, fixed income 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 other financial instruments.

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