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JPMorgan SmartRetirement Blend 2040 R6 (JOBYX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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30.48-0.05 (-0.16%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.12%
5-year average return8.46%
Number of years up8
Number of years down3
Best 1-yr total return (20 June 2024)23.83%
Worst 1-yr total return (20 June 2024)N/A
Best 3-yr total return23.83%
Worst 3-yr total return2.77%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJOBYXCategory
YTD6.56%10.80%
1-month4.02%1.06%
3-month3.12%6.14%
1-year18.93%33.59%
3-year3.34%12.99%
5-year9.29%12.87%
10-year7.56%9.72%
Last bull market20.54%19.05%
Last bear market-13.51%-17.54%

Annual total return (%) history

Year
JOBYXCategory
2024
N/AN/A
2023
18.43%N/A
2022
-17.16%N/A
2021
15.94%N/A
2020
13.01%14.56%
2019
23.83%23.19%
2018
-7.98%-7.74%
2017
20.29%19.52%
2016
8.78%7.95%
2015
-1.13%-1.99%
2014
7.00%5.25%
2013
21.01%19.97%
2012
N/A14.64%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.17%N/AN/AN/A
20236.23%4.79%-3.65%10.41%
2022-6.08%-13.51%-6.13%8.65%
20214.61%5.93%-1.16%5.86%
2020-19.91%16.42%6.57%13.73%
201911.09%3.18%0.84%7.13%
2018-0.80%0.37%3.47%-10.68%
20175.63%3.89%4.46%4.93%
20160.90%2.33%4.35%0.97%
20152.43%-0.76%-6.76%4.32%
20141.37%4.70%-1.86%2.73%
20136.18%-0.01%6.42%7.10%
20122.86%N/AN/AN/A

Rank in category (by total return)

YTD55
1-month29
3-month44
1-year54
3-year33
5-year59

Load adjusted returns

1-year18.93%
3-year3.34%
5-year9.29%
10-year7.56%