Australia markets closed

JPMorgan SmartRetirement Blend 2050 R3 (JNTKX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
32.32-0.04 (-0.12%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.04%
5-year average return8.76%
Number of years up4
Number of years down2
Best 1-yr total return (27 June 2024)24.00%
Worst 1-yr total return (27 June 2024)N/A
Best 3-yr total return24.00%
Worst 3-yr total return2.71%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJNTKXCategory
YTD7.35%11.99%
1-month4.29%1.08%
3-month3.35%6.55%
1-year20.45%37.09%
3-year3.49%13.69%
5-year9.61%13.58%
10-year7.52%10.11%
Last bull market22.05%19.71%
Last bear market-14.41%-18.27%

Annual total return (%) history

Year
JNTKXCategory
2024
N/AN/A
2023
19.13%N/A
2022
-18.06%N/A
2021
17.21%N/A
2020
12.82%15.25%
2019
24.00%24.54%
2018
-8.73%-8.41%
2017
N/A20.67%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.95%N/AN/AN/A
20236.38%5.32%-3.99%10.74%
2022-6.18%-14.41%-6.58%9.23%
20215.27%6.22%-1.45%6.36%
2020-21.32%17.25%6.77%14.55%
201911.30%3.05%0.65%7.42%
2018-0.93%0.28%3.47%-11.21%
20174.39%4.85%N/AN/A

Rank in category (by total return)

YTD67
1-month35
3-month68
1-year74
3-year61
5-year87

Load adjusted returns

1-year20.45%
3-year3.49%
5-year9.61%
10-year7.52%