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JPMorgan SmartRetirement Income C (JSRCX)

15.15
+0.02
+(0.13%)
At close: 8:01:25 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -1.24%
5y Average Return 4.15%
Number of Years Up 14
Number of Years Down 4
Best 1Y Total Return (Apr 14, 2025) 13.27%
Worst 1Y Total Return (Apr 14, 2025) --
Best 3Y Total Return 13.27%
Worst 3Y Total Return -0.77%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
JSRCX
Category
YTD
0.91%
3.58%
1-Month
-1.59%
0.73%
3-Month
0.91%
3.29%
1-Year
4.74%
12.52%
3-Year
2.79%
7.60%
5-Year
5.35%
6.39%
10-Year
3.36%
5.12%
Last Bull Market
9.01%
8.81%
Last Bear Market
-9.17%
-5.68%

Annual Total Return (%) History

Year
JSRCX
Category
2025
--
--
2024
7.19%
--
2023
10.97%
--
2022
-14.74%
--
2021
5.14%
--
2020
9.01%
9.03%
2019
13.27%
12.85%
2018
-5.33%
-3.16%

2017
10.17%
8.81%
2016
4.29%
5.10%
2015
-1.87%
-1.50%
2014
4.24%
4.36%
2013
6.88%
7.36%
2012
9.35%
9.01%
2011
0.26%
1.60%
2010
10.33%
8.94%
2009
20.50%
18.36%
2008
-17.64%
-18.06%
2007
4.17%
4.46%
2006
--
7.34%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 0.91% -- -- --
2024 3.27% 1.12% 5.09% -2.33%
2023 4.43% 1.84% -3.12% 7.71%
2022 -5.78% -9.17% -4.34% 4.14%
2021 0.44% 3.07% -0.69% 2.27%
2020 -9.61% 8.96% 3.62% 6.82%
2019 6.24% 2.84% 1.13% 2.51%
2018 -1.09% -0.43% 1.40% -5.21%
2017 2.88% 2.06% 2.50% 2.36%
2016 0.98% 1.88% 2.25% -0.86%

2015 1.85% -1.03% -3.66% 1.05%
2014 1.33% 2.54% -1.21% 1.55%
2013 2.43% -1.41% 2.71% 3.05%
2012 5.70% -1.26% 3.28% 1.44%
2011 1.88% 0.91% -6.68% 4.51%
2010 2.66% -2.46% 6.80% 3.16%
2009 -2.63% 9.88% 9.54% 2.81%
2008 -3.31% -1.32% -6.09% -8.08%
2007 1.69% 1.54% 1.22% -0.34%
2006 3.39% 3.02% -- --

Rank in Category (By Total Return)

YTD 79
1-Month 81
3-Month 79
1-Year 89
3-Year 56
5-Year 50

Load Adjusted Returns

1-Year 3.74%
3-Year 2.79%
5-Year 5.35%
10-Year 3.36%

Performance & Risk

YTD Return -1.24%
5y Average Return 4.15%
Rank in Category (ytd) 79
% 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 0.91%
Yield 2.69%
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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