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Nasdaq - Delayed Quote USD

JPMorgan SmartRetirement 2020 C (JTTCX)

15.33
+0.02
+(0.13%)
At close: April 17 at 8:01:25 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -1.54%
5y Average Return 4.15%
Number of Years Up 13
Number of Years Down 5
Best 1Y Total Return (Apr 17, 2025) 14.83%
Worst 1Y Total Return (Apr 17, 2025) --
Best 3Y Total Return 14.83%
Worst 3Y Total Return -0.68%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
JTTCX
Category
YTD
0.90%
5.78%
1-Month
-1.57%
0.81%
3-Month
0.90%
4.21%
1-Year
4.71%
18.91%
3-Year
2.73%
9.48%
5-Year
5.52%
8.82%
10-Year
3.72%
7.36%
Last Bull Market
9.10%
14.92%
Last Bear Market
-9.17%
-12.14%

Annual Total Return (%) History

Year
JTTCX
Category
2025
--
--
2024
7.14%
--
2023
10.87%
--
2022
-14.79%
--
2021
5.13%
--
2020
9.38%
10.79%
2019
14.83%
16.14%
2018
-6.17%
-4.49%

2017
13.04%
12.46%
2016
4.90%
6.23%
2015
-1.65%
-1.57%
2014
5.96%
4.72%
2013
12.71%
11.57%
2012
13.63%
11.68%
2011
-1.67%
-0.22%
2010
13.92%
12.27%
2009
28.26%
24.25%
2008
-29.39%
-29.46%
2007
4.59%
6.02%
2006
--
11.95%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 0.90% -- -- --
2024 3.25% 1.09% 5.08% -2.30%
2023 4.38% 1.79% -3.11% 7.70%
2022 -5.82% -9.17% -4.40% 4.18%
2021 0.42% 3.00% -0.70% 2.35%
2020 -10.22% 9.40% 3.72% 7.37%
2019 7.12% 2.98% 1.05% 3.03%
2018 -1.06% -0.45% 1.79% -6.41%
2017 3.76% 2.59% 3.07% 3.04%
2016 0.68% 1.88% 2.90% -0.61%

2015 2.46% -1.12% -4.87% 2.03%
2014 1.38% 3.31% -1.32% 2.51%
2013 4.18% -0.75% 4.10% 4.71%
2012 8.85% -2.17% 4.27% 2.33%
2011 2.97% 0.84% -11.44% 6.93%
2010 3.93% -6.33% 10.26% 6.14%
2009 -7.00% 15.48% 14.60% 4.21%
2008 -6.27% -1.89% -8.89% -15.73%
2007 2.10% 3.22% 1.18% -1.91%
2006 3.96% 6.57% -- --

Rank in Category (By Total Return)

YTD 78
1-Month 65
3-Month 78
1-Year 92
3-Year 85
5-Year 97

Load Adjusted Returns

1-Year 3.71%
3-Year 2.73%
5-Year 5.52%
10-Year 3.72%

Performance & Risk

YTD Return -1.54%
5y Average Return 4.15%
Rank in Category (ytd) 78
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.75
Morningstar Risk Rating

Fund Overview

Category Target-Date 2020
Fund Family JPMorgan
Net Assets 312.18M
YTD Return 0.90%
Yield 2.95%
Morningstar Rating
Inception Date May 15, 2006

Fund Summary

The fund is generally intended for investors who retired on or around the year 2020 (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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