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JPMorgan SmartRetirement Blend 2060 R3 (JATQX)
Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
25.26
-0.03
(-0.12%)
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
9.07%
5-year average return
8.76%
Number of years up
4
Number of years down
2
Best 1-yr total return (27 June 2024)
24.13%
Worst 1-yr total return (27 June 2024)
N/A
Best 3-yr total return
24.13%
Worst 3-yr total return
2.70%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
JATQX
Category
YTD
7.34%
6.10%
1-month
4.28%
0.90%
3-month
3.33%
6.10%
1-year
20.39%
14.41%
3-year
3.56%
4.94%
5-year
9.58%
9.53%
10-year
0.00%
0.00%
Last bull market
22.02%
5.12%
Last bear market
-14.27%
0.00%
Annual total return (%) history
Year
JATQX
Category
2024
N/A
N/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/A
21.27%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
6.95%
N/A
N/A
N/A
2023
6.32%
5.32%
-3.95%
10.71%
2022
-6.17%
-14.27%
-6.53%
9.28%
2021
5.23%
6.20%
-1.45%
6.37%
2020
-21.41%
17.07%
6.76%
14.54%
2019
11.34%
3.05%
0.70%
7.44%
2018
-0.86%
0.47%
3.57%
-11.21%
2017
4.27%
4.81%
N/A
N/A
Rank in category (by total return)
YTD
78
1-month
45
3-month
78
1-year
83
3-year
63
5-year
91
Load adjusted returns
1-year
20.39%
3-year
3.56%
5-year
9.58%
10-year
N/A
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