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Nasdaq - Delayed Quote USD

JPMorgan SmartRetirement 2025 C (JNSCX)

16.32
+0.02
+(0.12%)
At close: 8:01:24 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -1.57%
5y Average Return 5.52%
Number of Years Up 12
Number of Years Down 5
Best 1Y Total Return (Apr 14, 2025) 17.49%
Worst 1Y Total Return (Apr 14, 2025) --
Best 3Y Total Return 17.49%
Worst 3Y Total Return -0.07%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
JNSCX
Category
YTD
0.72%
6.61%
1-Month
-1.77%
0.92%
3-Month
0.72%
4.66%
1-Year
4.67%
21.54%
3-Year
2.92%
10.23%
5-Year
7.00%
9.75%
10-Year
4.38%
7.82%
Last Bull Market
9.58%
16.61%
Last Bear Market
-10.47%
-14.25%

Annual Total Return (%) History

Year
JNSCX
Category
2025
--
--
2024
7.69%
--
2023
12.46%
--
2022
-16.38%
--
2021
7.63%
--
2020
10.86%
11.84%
2019
17.49%
18.25%
2018
-7.40%
-5.34%

2017
15.30%
14.67%
2016
5.15%
6.73%
2015
-1.80%
-1.59%
2014
6.48%
5.07%
2013
16.07%
15.30%
2012
15.02%
13.03%
2011
-3.24%
-2.06%
2010
14.70%
13.29%
2009
30.23%
28.32%
2008
-31.80%
-34.15%
2007
--
6.52%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 0.72% -- -- --
2024 3.63% 1.15% 5.26% -2.40%
2023 4.98% 2.30% -3.35% 8.34%
2022 -6.42% -10.47% -5.00% 5.06%
2021 1.26% 3.83% -0.95% 3.35%
2020 -13.20% 11.54% 4.67% 9.40%
2019 8.48% 3.18% 0.88% 4.04%
2018 -1.09% -0.38% 2.18% -8.02%
2017 4.39% 3.02% 3.49% 3.61%
2016 0.29% 1.77% 3.33% -0.30%

2015 2.67% -1.09% -5.76% 2.61%
2014 1.31% 3.54% -1.41% 2.95%
2013 5.02% -0.21% 4.82% 5.65%
2012 10.32% -2.91% 4.54% 2.72%
2011 3.24% 0.77% -13.78% 7.86%
2010 4.07% -7.71% 11.41% 7.20%
2009 -8.22% 16.95% 15.91% 4.67%
2008 -6.93% -2.20% -9.14% -17.55%
2007 -1.82% -- -- --

Rank in Category (By Total Return)

YTD 75
1-Month 51
3-Month 75
1-Year 88
3-Year 86
5-Year 87

Load Adjusted Returns

1-Year 3.67%
3-Year 2.92%
5-Year 7.00%
10-Year 4.38%

Performance & Risk

YTD Return -1.57%
5y Average Return 5.52%
Rank in Category (ytd) 75
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.85
Morningstar Risk Rating

Fund Overview

Category Target-Date 2025
Fund Family JPMorgan
Net Assets 2.54B
YTD Return 0.72%
Yield 2.71%
Morningstar Rating
Inception Date Sep 09, 2016

Fund Summary

The fund is generally intended for investors who retired on or around the year 2025 (the target retirement year). Prior to reaching the target retirement year, the fund sought risk appropriate total return with a shift to current income and some capital appreciation over time as the fund approached and passed the target retirement year.

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