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JPMorgan SmartRetirement 2045 C (JSACX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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21.18-0.02 (-0.09%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.34%
5-year average return8.62%
Number of years up11
Number of years down5
Best 1-yr total return (27 June 2024)32.95%
Worst 1-yr total return (27 June 2024)N/A
Best 3-yr total return32.95%
Worst 3-yr total return2.65%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJSACXCategory
YTD7.59%11.62%
1-month3.89%1.08%
3-month3.07%6.42%
1-year20.26%36.05%
3-year2.79%13.52%
5-year9.49%13.44%
10-year7.09%9.97%
Last bull market22.11%20.43%
Last bear market-14.62%-18.27%

Annual total return (%) history

Year
JSACXCategory
2024
N/AN/A
2023
18.84%N/A
2022
-18.92%N/A
2021
16.48%N/A
2020
14.51%15.10%
2019
23.80%24.35%
2018
-10.54%-8.14%
2017
20.96%20.51%
2016
5.85%7.93%
2015
-2.46%-1.87%
2014
6.89%5.35%
2013
21.96%22.00%
2012
17.30%15.31%
2011
-5.60%-4.10%
2010
15.63%14.60%
2009
32.95%30.88%
2008
-34.08%-38.11%
2007
N/A6.89%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.43%N/AN/AN/A
20236.19%5.26%-4.02%10.77%
2022-6.54%-14.62%-6.36%8.51%
20215.24%5.90%-1.83%6.47%
2020-21.51%17.84%7.33%15.36%
201911.39%3.31%-0.05%7.63%
2018-1.08%-0.47%3.25%-11.99%
20175.90%3.75%4.77%5.08%
2016-0.74%1.64%4.24%0.65%
20152.98%-0.88%-7.93%3.78%
20141.12%4.04%-1.76%3.41%
20136.48%0.49%6.17%7.36%
201212.57%-4.14%5.24%3.29%
20113.74%0.50%-17.05%9.16%
20104.46%-9.70%12.76%8.72%
2009-9.69%19.11%17.60%5.09%
2008-7.78%-1.99%-9.65%-19.29%
2007-2.48%N/AN/AN/A

Rank in category (by total return)

YTD42
1-month76
3-month78
1-year61
3-year85
5-year83

Load adjusted returns

1-year19.26%
3-year2.79%
5-year9.49%
10-year7.09%