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Nasdaq - Delayed Quote USD

JPMorgan SmartRetirement Blend 2050 I (JNEAX)

33.06
+0.01
+(0.03%)
At close: 8:01:24 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -0.36%
5y Average Return 11.24%
Number of Years Up 9
Number of Years Down 3
Best 1Y Total Return (Apr 29, 2025) 24.38%
Worst 1Y Total Return (Apr 29, 2025) --
Best 3Y Total Return 24.38%
Worst 3Y Total Return 2.97%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
JNEAX
Category
YTD
-0.57%
11.99%
1-Month
-3.31%
1.08%
3-Month
-0.57%
6.55%
1-Year
6.29%
37.09%
3-Year
5.95%
13.69%
5-Year
13.51%
13.58%
10-Year
7.81%
10.11%
Last Bull Market
14.55%
19.71%
Last Bear Market
-14.34%
-18.27%

Annual Total Return (%) History

Year
JNEAX
Category
2025
--
--
2024
14.38%
--
2023
19.45%
--
2022
-17.83%
--
2021
17.46%
--
2020
13.10%
15.25%
2019
24.38%
24.54%
2018
-8.54%
-8.41%

2017
20.21%
20.67%
2016
8.53%
8.22%
2015
-1.38%
-2.01%
2014
6.73%
5.42%
2013
20.74%
21.02%
2012
--
15.07%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -0.57% -- -- --
2024 7.00% 1.99% 6.57% -1.65%
2023 6.42% 5.40% -3.92% 10.84%
2022 -6.14% -14.34% -6.51% 9.32%
2021 5.32% 6.27% -1.38% 6.41%
2020 -21.30% 17.28% 6.90% 14.62%
2019 11.38% 3.11% 0.75% 7.50%
2018 -0.88% 0.34% 3.52% -11.17%
2017 5.63% 3.84% 4.46% 4.92%
2016 0.90% 2.21% 4.30% 0.90%

2015 2.33% -0.88% -6.77% 4.28%
2014 1.32% 4.60% -1.93% 2.68%
2013 6.19% -0.00% 6.25% 7.02%
2012 2.74% -- -- --

Rank in Category (By Total Return)

YTD 45
1-Month 41
3-Month 45
1-Year 26
3-Year 44
5-Year 64

Load Adjusted Returns

1-Year 6.29%
3-Year 5.95%
5-Year 13.51%
10-Year 7.81%

Performance & Risk

YTD Return -0.36%
5y Average Return 11.24%
Rank in Category (ytd) 45
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.24
Morningstar Risk Rating

Fund Overview

Category Target-Date 2050
Fund Family JPMorgan
Net Assets 1.91B
YTD Return -0.57%
Yield 1.98%
Morningstar Rating
Inception Date Jul 02, 2012

Fund Summary

The fund is generally intended for investors who plan to retire around the year 2050 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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