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JPMorgan SmartRetirement Blend 2060 R6 (JAAYX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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25.27
+0.17
(+0.68%)
At close: 08:00PM EDT
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
9.85%
5-year average return
9.21%
Number of years up
5
Number of years down
2
Best 1-yr total return (1 July 2024)
24.75%
Worst 1-yr total return (1 July 2024)
N/A
Best 3-yr total return
24.75%
Worst 3-yr total return
3.21%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
JAAYX
Category
YTD
7.57%
6.10%
1-month
4.37%
0.90%
3-month
3.49%
6.10%
1-year
21.04%
14.41%
3-year
4.10%
4.94%
5-year
10.15%
9.53%
10-year
0.00%
0.00%
Last bull market
22.22%
5.12%
Last bear market
-14.18%
0.00%
Annual total return (%) history
Year
JAAYX
Category
2024
N/A
N/A
2023
19.69%
N/A
2022
-17.40%
N/A
2021
17.76%
N/A
2020
13.04%
15.52%
2019
24.75%
25.15%
2018
-7.93%
-8.52%
2017
20.52%
21.27%
2016
N/A
7.81%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
7.05%
2.13%
N/A
N/A
2023
6.47%
5.40%
-3.80%
10.86%
2022
-6.04%
-14.18%
-6.40%
9.43%
2021
5.38%
6.32%
-1.30%
6.49%
2020
-21.32%
17.26%
6.88%
14.65%
2019
11.46%
3.22%
0.82%
7.55%
2018
-0.75%
0.59%
3.70%
-11.07%
2017
5.76%
3.95%
4.40%
5.00%
2016
0.97%
N/A
N/A
N/A
Rank in category (by total return)
YTD
65
1-month
35
3-month
62
1-year
71
3-year
38
5-year
73
Load adjusted returns
1-year
21.04%
3-year
4.10%
5-year
10.15%
10-year
N/A
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