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Nasdaq - Delayed Quote USD

JPMorgan SmartRetirement 2030 A (JSMAX)

17.90
+0.02
+(0.11%)
At close: 8:04:20 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -2.13%
5y Average Return 7.42%
Number of Years Up 13
Number of Years Down 5
Best 1Y Total Return (Apr 14, 2025) 20.39%
Worst 1Y Total Return (Apr 14, 2025) --
Best 3Y Total Return 20.39%
Worst 3Y Total Return 1.02%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
JSMAX
Category
YTD
0.44%
7.97%
1-Month
-2.24%
0.98%
3-Month
0.44%
5.18%
1-Year
5.10%
25.53%
3-Year
4.10%
11.28%
5-Year
9.13%
10.98%
10-Year
5.71%
8.54%
Last Bull Market
11.06%
17.21%
Last Bear Market
-11.62%
-15.52%

Annual Total Return (%) History

Year
JSMAX
Category
2025
--
--
2024
9.66%
--
2023
15.11%
--
2022
-16.82%
--
2021
10.43%
--
2020
12.23%
12.99%
2019
20.39%
20.07%
2018
-7.84%
-6.25%

2017
18.66%
16.57%
2016
5.88%
7.33%
2015
-1.54%
-1.79%
2014
7.43%
5.04%
2013
19.68%
16.65%
2012
16.88%
13.59%
2011
-4.20%
-2.26%
2010
16.25%
13.47%
2009
32.45%
28.87%
2008
-33.92%
-36.04%
2007
5.98%
6.50%
2006
--
13.60%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 0.44% -- -- --
2024 4.79% 1.52% 5.63% -2.42%
2023 5.64% 3.28% -3.53% 9.36%
2022 -6.52% -11.62% -5.32% 6.34%
2021 2.19% 4.57% -0.99% 4.38%
2020 -15.57% 13.28% 5.50% 11.24%
2019 9.75% 3.48% 0.80% 5.17%
2018 -0.90% -0.20% 2.68% -9.25%
2017 5.11% 3.62% 4.25% 4.50%
2016 -0.11% 1.97% 3.77% 0.16%

2015 2.93% -0.86% -6.56% 3.26%
2014 1.39% 3.91% -1.32% 3.34%
2013 5.89% 0.27% 5.66% 6.68%
2012 11.60% -3.40% 5.05% 3.21%
2011 3.64% 0.72% -15.57% 8.70%
2010 4.46% -8.57% 12.42% 8.27%
2009 -9.38% 18.46% 17.34% 5.15%
2008 -7.50% -2.05% -9.87% -19.08%
2007 2.49% 4.42% 1.55% -2.49%
2006 4.21% 7.72% -- --

Rank in Category (By Total Return)

YTD 69
1-Month 70
3-Month 69
1-Year 72
3-Year 44
5-Year 78

Load Adjusted Returns

1-Year 0.37%
3-Year 2.51%
5-Year 8.13%
10-Year 5.23%

Performance & Risk

YTD Return -2.13%
5y Average Return 7.42%
Rank in Category (ytd) 69
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.97
Morningstar Risk Rating

Fund Overview

Category Target-Date 2030
Fund Family JPMorgan
Net Assets 4.07B
YTD Return 0.44%
Yield 2.98%
Morningstar Rating
Inception Date May 15, 2006

Fund Summary

The fund is generally intended for investors who retired on or around the year 2030 (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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