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JPMorgan SmartRetirement Blend 2060 R3 (JATQX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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25.26-0.03 (-0.12%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.07%
5-year average return8.76%
Number of years up4
Number of years down2
Best 1-yr total return (27 June 2024)24.13%
Worst 1-yr total return (27 June 2024)N/A
Best 3-yr total return24.13%
Worst 3-yr total return2.70%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJATQXCategory
YTD7.34%6.10%
1-month4.28%0.90%
3-month3.33%6.10%
1-year20.39%14.41%
3-year3.56%4.94%
5-year9.58%9.53%
10-year0.00%0.00%
Last bull market22.02%5.12%
Last bear market-14.27%0.00%

Annual total return (%) history

Year
JATQXCategory
2024
N/AN/A
2023
19.07%N/A
2022
-17.84%N/A
2021
17.16%N/A
2020
12.51%15.52%
2019
24.13%25.15%
2018
-8.41%-8.52%
2017
N/A21.27%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.95%N/AN/AN/A
20236.32%5.32%-3.95%10.71%
2022-6.17%-14.27%-6.53%9.28%
20215.23%6.20%-1.45%6.37%
2020-21.41%17.07%6.76%14.54%
201911.34%3.05%0.70%7.44%
2018-0.86%0.47%3.57%-11.21%
20174.27%4.81%N/AN/A

Rank in category (by total return)

YTD78
1-month45
3-month78
1-year83
3-year63
5-year91

Load adjusted returns

1-year20.39%
3-year3.56%
5-year9.58%
10-yearN/A