Nasdaq - Delayed Quote USD
JPMorgan SmartRetirement 2030 R5 (JSMIX)
18.12
+0.14
+(0.78%)
As of 8:09:18 AM EDT. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -2.39% |
| 5y Average Return | 7.97% |
| Number of Years Up | 13 |
| Number of Years Down | 5 |
| Best 1Y Total Return (Apr 22, 2025) | 20.71% |
| Worst 1Y Total Return (Apr 22, 2025) | -- |
| Best 3Y Total Return | 20.71% |
| Worst 3Y Total Return | 1.35% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
JSMIX
Category
- YTD
- 0.49%
- 7.97%
- 1-Month
- -2.22%
- 0.98%
- 3-Month
- 0.49%
- 5.18%
- 1-Year
- 5.49%
- 25.53%
- 3-Year
- 4.45%
- 11.28%
- 5-Year
- 9.49%
- 10.98%
- 10-Year
- 6.02%
- 8.54%
- Last Bull Market
- 11.24%
- 17.21%
- Last Bear Market
- -11.53%
- -15.52%
Annual Total Return (%) History
Year
JSMIX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.49% | -- | -- | -- |
| 2024 | 4.81% | 1.62% | 5.74% | -2.30% |
| 2023 | 5.66% | 3.43% | -3.43% | 9.47% |
| 2022 | -6.47% | -11.53% | -5.21% | 6.40% |
| 2021 | 2.26% | 4.62% | -0.94% | 4.53% |
| 2020 | -15.50% | 13.34% | 5.60% | 11.36% |
| 2019 | 9.82% | 3.53% | 0.87% | 5.25% |
| 2018 | -0.78% | -0.13% | 2.74% | -9.19% |
| 2017 | 5.20% | 3.66% | 4.29% | 4.54% |
| 2016 | -0.05% | 2.02% | 3.87% | 0.22% |
| 2015 | 3.03% | -0.85% | -6.48% | 3.31% |
| 2014 | 1.44% | 4.01% | -1.26% | 3.38% |
| 2013 | 5.93% | 0.38% | 5.69% | 6.72% |
| 2012 | 11.77% | -3.33% | 5.09% | 3.26% |
| 2011 | 3.69% | 0.84% | -15.52% | 8.65% |
| 2010 | 4.58% | -8.55% | 12.44% | 8.37% |
| 2009 | -9.29% | 18.63% | 17.38% | 5.27% |
| 2008 | -7.40% | -2.01% | -9.73% | -19.04% |
| 2007 | 2.58% | 4.50% | 1.64% | -2.32% |
| 2006 | 4.36% | 7.81% | -- | -- |
Rank in Category (By Total Return)
| YTD | 63 |
| 1-Month | 68 |
| 3-Month | 63 |
| 1-Year | 51 |
| 3-Year | 28 |
| 5-Year | 65 |
Load Adjusted Returns
| 1-Year | 5.49% |
| 3-Year | 4.45% |
| 5-Year | 9.49% |
| 10-Year | 6.02% |
Performance & Risk
| YTD Return | -2.39% |
| 5y Average Return | 7.97% |
| Rank in Category (ytd) | 63 |
| % 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 | 0.49% |
| Yield | 3.31% |
| Morningstar Rating | |
| Inception Date | Nov 03, 2014 |
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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