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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

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.85%
5-year average return9.21%
Number of years up5
Number of years down2
Best 1-yr total return (1 July 2024)24.75%
Worst 1-yr total return (1 July 2024)N/A
Best 3-yr total return24.75%
Worst 3-yr total return3.21%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJAAYXCategory
YTD7.57%6.10%
1-month4.37%0.90%
3-month3.49%6.10%
1-year21.04%14.41%
3-year4.10%4.94%
5-year10.15%9.53%
10-year0.00%0.00%
Last bull market22.22%5.12%
Last bear market-14.18%0.00%

Annual total return (%) history

Year
JAAYXCategory
2024
N/AN/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/A7.81%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.05%2.13%N/AN/A
20236.47%5.40%-3.80%10.86%
2022-6.04%-14.18%-6.40%9.43%
20215.38%6.32%-1.30%6.49%
2020-21.32%17.26%6.88%14.65%
201911.46%3.22%0.82%7.55%
2018-0.75%0.59%3.70%-11.07%
20175.76%3.95%4.40%5.00%
20160.97%N/AN/AN/A

Rank in category (by total return)

YTD65
1-month35
3-month62
1-year71
3-year38
5-year73

Load adjusted returns

1-year21.04%
3-year4.10%
5-year10.15%
10-yearN/A