Nasdaq - Delayed Quote USD

JPMorgan SmartRetirement 2050 R6 (JTSYX)

22.86
+0.05
+(0.22%)
At close: 8:06:25 AM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 0.71%
5y Average Return 12.86%
Number of Years Up 7
Number of Years Down 3
Best 1Y Total Return (May 6, 2025) 25.01%
Worst 1Y Total Return (May 6, 2025) --
Best 3Y Total Return 25.01%
Worst 3Y Total Return 3.59%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
JTSYX
Category
YTD
-0.75%
11.99%
1-Month
-0.27%
1.08%
3-Month
-3.73%
6.55%
1-Year
9.30%
37.09%
3-Year
8.94%
13.69%
5-Year
12.02%
13.58%
10-Year
7.90%
10.11%
Last Bull Market
14.04%
19.71%
Last Bear Market
-14.53%
-18.27%

Annual Total Return (%) History

Year
JTSYX
Category
2025
--
--
2024
14.74%
--
2023
20.42%
--
2022
-18.23%
--
2021
17.60%
--
2020
15.59%
15.25%
2019
25.01%
24.54%
2018
-9.64%
-8.41%

2017
22.13%
20.67%
2016
6.82%
8.22%
2015
-1.45%
-2.01%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -0.49% -- -- --
2024 8.03% 2.19% 5.89% -1.85%
2023 6.52% 5.74% -3.83% 11.17%
2022 -6.31% -14.53% -6.17% 8.83%
2021 5.51% 6.20% -1.66% 6.73%
2020 -21.36% 18.18% 7.52% 15.68%
2019 11.58% 3.59% 0.19% 7.94%
2018 -0.82% -0.22% 3.45% -11.72%
2017 6.14% 3.99% 5.01% 5.37%
2016 -0.52% 1.87% 4.50% 0.87%

2015 3.19% -0.59% -7.61% 3.98%

Rank in Category (By Total Return)

YTD 69
1-Month 94
3-Month 64
1-Year 69
3-Year 44
5-Year 19

Load Adjusted Returns

1-Year 9.30%
3-Year 8.94%
5-Year 12.02%
10-Year 7.90%

Performance & Risk

YTD Return 0.71%
5y Average Return 12.86%
Rank in Category (ytd) 69
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.20
Morningstar Risk Rating

Fund Overview

Category Target-Date 2050
Fund Family JPMorgan
Net Assets 2.74B
YTD Return -0.75%
Yield 2.40%
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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