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JPMorgan SmartRetirement Income A (JSRAX)
15.10
+0.01
+(0.07%)
At close: April 17 at 8:01:25 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -1.31% |
| 5y Average Return | 4.68% |
| Number of Years Up | 14 |
| Number of Years Down | 4 |
| Best 1Y Total Return (Apr 17, 2025) | 13.96% |
| Worst 1Y Total Return (Apr 17, 2025) | -- |
| Best 3Y Total Return | 13.96% |
| Worst 3Y Total Return | -0.13% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
JSRAX
Category
- YTD
- 1.11%
- 3.58%
- 1-Month
- -1.53%
- 0.73%
- 3-Month
- 1.11%
- 3.29%
- 1-Year
- 5.37%
- 12.52%
- 3-Year
- 3.47%
- 7.60%
- 5-Year
- 6.01%
- 6.39%
- 10-Year
- 4.02%
- 5.12%
- Last Bull Market
- 9.45%
- 8.81%
- Last Bear Market
- -8.99%
- -5.68%
Annual Total Return (%) History
Year
JSRAX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 1.11% | -- | -- | -- |
| 2024 | 3.47% | 1.25% | 5.26% | -2.21% |
| 2023 | 4.56% | 1.97% | -2.90% | 7.82% |
| 2022 | -5.69% | -8.99% | -4.16% | 4.35% |
| 2021 | 0.60% | 3.16% | -0.52% | 2.48% |
| 2020 | -9.46% | 9.15% | 3.73% | 7.02% |
| 2019 | 6.37% | 2.99% | 1.29% | 2.70% |
| 2018 | -0.92% | -0.27% | 1.55% | -5.04% |
| 2017 | 3.04% | 2.23% | 2.66% | 2.53% |
| 2016 | 1.14% | 2.04% | 2.46% | -0.73% |
| 2015 | 2.05% | -0.92% | -3.48% | 1.20% |
| 2014 | 1.48% | 2.69% | -0.99% | 1.71% |
| 2013 | 2.63% | -1.26% | 2.90% | 3.21% |
| 2012 | 5.84% | -1.10% | 3.50% | 1.53% |
| 2011 | 2.03% | 1.05% | -6.56% | 4.73% |
| 2010 | 2.88% | -2.36% | 7.01% | 3.39% |
| 2009 | -2.50% | 9.99% | 9.69% | 2.93% |
| 2008 | -3.20% | -1.26% | -5.93% | -7.94% |
| 2007 | 1.84% | 1.68% | 1.36% | -0.16% |
| 2006 | 3.51% | 3.14% | -- | -- |
Rank in Category (By Total Return)
| YTD | 65 |
| 1-Month | 79 |
| 3-Month | 65 |
| 1-Year | 57 |
| 3-Year | 17 |
| 5-Year | 23 |
Load Adjusted Returns
| 1-Year | 0.63% |
| 3-Year | 1.89% |
| 5-Year | 5.04% |
| 10-Year | 3.54% |
Performance & Risk
| YTD Return | -1.31% |
| 5y Average Return | 4.68% |
| Rank in Category (ytd) | 65 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.75 |
| Morningstar Risk Rating |
Fund Overview
| Category | Target-Date Retirement |
| Fund Family | JPMorgan |
| Net Assets | 1B |
| YTD Return | 1.11% |
| Yield | 3.63% |
| Morningstar Rating | |
| Inception Date | May 15, 2006 |
Fund Summary
The fund is a "fund of funds" that primarily invests in other mutual funds within the same group of investment companies, and is generally intended for investors who are retired or about to retire soon. It is designed to provide exposure to a variety of asset classes through investments in underlying funds, with an emphasis on fixed income funds over equity funds and other funds.
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