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Nasdaq - Delayed Quote USD

JPMorgan SmartRetirement 2050 A (JTSAX)

21.52
+0.03
+(0.14%)
At close: 8:01:25 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -4.19%
5y Average Return 11.24%
Number of Years Up 12
Number of Years Down 5
Best 1Y Total Return (Apr 14, 2025) 24.52%
Worst 1Y Total Return (Apr 14, 2025) --
Best 3Y Total Return 24.52%
Worst 3Y Total Return 3.18%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
JTSAX
Category
YTD
-0.58%
11.99%
1-Month
-3.46%
1.08%
3-Month
-0.58%
6.55%
1-Year
5.24%
37.09%
3-Year
5.80%
13.69%
5-Year
13.72%
13.58%
10-Year
7.54%
10.11%
Last Bull Market
13.72%
19.71%
Last Bear Market
-14.66%
-18.27%

Annual Total Return (%) History

Year
JTSAX
Category
2025
--
--
2024
14.23%
--
2023
19.86%
--
2022
-18.54%
--
2021
17.13%
--
2020
15.12%
15.25%
2019
24.52%
24.54%
2018
-10.04%
-8.41%

2017
21.80%
20.67%
2016
6.47%
8.22%
2015
-1.79%
-2.01%
2014
7.55%
5.42%
2013
22.76%
21.02%
2012
18.00%
15.07%
2011
-5.02%
-3.82%
2010
16.73%
14.53%
2009
33.42%
32.02%
2008
-33.78%
-38.67%
2007
--
5.91%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -0.58% -- -- --
2024 7.91% 2.07% 5.78% -1.96%
2023 6.40% 5.58% -3.92% 11.06%
2022 -6.37% -14.66% -6.23% 8.72%
2021 5.43% 6.08% -1.75% 6.59%
2020 -21.40% 18.05% 7.41% 15.51%
2019 11.54% 3.46% 0.10% 7.79%
2018 -0.97% -0.32% 3.37% -11.83%
2017 6.09% 3.93% 4.90% 5.30%
2016 -0.59% 1.80% 4.44% 0.74%

2015 3.08% -0.66% -7.66% 3.86%
2014 1.26% 4.21% -1.60% 3.59%
2013 6.65% 0.64% 6.43% 7.46%
2012 12.77% -3.99% 5.31% 3.48%
2011 3.89% 0.64% -16.95% 9.38%
2010 4.51% -9.46% 13.18% 8.99%
2009 -9.76% 19.00% 17.93% 5.34%
2008 -7.68% -1.76% -9.66% -19.17%
2007 -2.30% -- -- --

Rank in Category (By Total Return)

YTD 46
1-Month 61
3-Month 46
1-Year 68
3-Year 55
5-Year 50

Load Adjusted Returns

1-Year 0.51%
3-Year 4.19%
5-Year 12.68%
10-Year 7.05%

Performance & Risk

YTD Return -4.19%
5y Average Return 11.24%
Rank in Category (ytd) 46
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.21
Morningstar Risk Rating

Fund Overview

Category Target-Date 2050
Fund Family JPMorgan
Net Assets 2.76B
YTD Return -0.58%
Yield 1.97%
Morningstar Rating
Inception Date Jul 31, 2007

Fund Summary

The fund is generally intended for investors who plan to retire around the year 2050 (the target retirement year). Prior to reaching the target retirement year, the fund seeks risk appropriate total return with a shift to current income and some capital appreciation over time as the fund approaches and passes the target retirement year.

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