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Nasdaq - Delayed Quote USD

JPMorgan SmartRetirement Blend 2060 R5 (JAABX)

25.62
+0.06
+(0.23%)
As of 8:06:15 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return -0.27%
5y Average Return 11.72%
Number of Years Up 6
Number of Years Down 2
Best 1Y Total Return (Apr 30, 2025) 24.58%
Worst 1Y Total Return (Apr 30, 2025) --
Best 3Y Total Return 24.58%
Worst 3Y Total Return 3.11%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
JAABX
Category
YTD
-0.55%
6.10%
1-Month
-3.30%
0.90%
3-Month
-0.55%
6.10%
1-Year
6.46%
14.41%
3-Year
6.18%
4.94%
5-Year
13.68%
9.53%
10-Year
0.00%
0.00%
Last Bull Market
14.66%
5.12%
Last Bear Market
-14.19%
0.00%

Annual Total Return (%) History

Year
JAABX
Category
2025
--
--
2024
14.58%
--
2023
19.60%
--
2022
-17.50%
--
2021
17.66%
--
2020
12.94%
15.52%
2019
24.58%
25.15%
2018
-8.01%
-8.52%

2017
20.36%
21.27%
2016
--
7.81%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -0.55% -- -- --
2024 7.05% 2.04% 6.61% -1.61%
2023 6.42% 5.41% -3.85% 10.88%
2022 -6.08% -14.19% -6.41% 9.38%
2021 5.36% 6.30% -1.33% 6.46%
2020 -21.30% 17.16% 6.85% 14.63%
2019 11.37% 3.21% 0.79% 7.53%
2018 -0.72% 0.52% 3.67% -11.09%
2017 5.68% 3.94% 4.38% 4.98%
2016 1.01% -- -- --

Rank in Category (By Total Return)

YTD 40
1-Month 36
3-Month 40
1-Year 24
3-Year 35
5-Year 70

Load Adjusted Returns

1-Year 6.46%
3-Year 6.18%
5-Year 13.68%
10-Year --

Performance & Risk

YTD Return -0.27%
5y Average Return 11.72%
Rank in Category (ytd) 40
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.23
Morningstar Risk Rating

Fund Overview

Category Target-Date 2060+
Fund Family JPMorgan
Net Assets 638.42M
YTD Return -0.55%
Yield 2.17%
Morningstar Rating
Inception Date Aug 31, 2016

Fund Summary

The fund is generally intended for investors who plan to retire around the year 2060 and then withdraw their investment in it throughout retirement. It is designed to provide exposure to equity, debt and cash/cash equivalent asset classes by investing in mutual funds and ETFs within the same group of investment companies, passive ETFs that are managed by unaffiliated investment advisers in certain limited instances and/or direct investments in securities and other financial instruments.

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