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Nasdaq - Delayed Quote USD

JPMorgan SmartRetirement 2035 R2 (SRJZX)

18.79
+0.05
+(0.27%)
At close: April 17 at 8:02:14 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -3.44%
5y Average Return 8.70%
Number of Years Up 12
Number of Years Down 4
Best 1Y Total Return (Apr 17, 2025) 21.72%
Worst 1Y Total Return (Apr 17, 2025) --
Best 3Y Total Return 21.72%
Worst 3Y Total Return 1.87%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SRJZX
Category
YTD
0.10%
9.49%
1-Month
-2.75%
1.04%
3-Month
0.10%
5.73%
1-Year
5.02%
29.95%
3-Year
4.50%
12.29%
5-Year
10.95%
12.13%
10-Year
6.23%
9.24%
Last Bull Market
11.92%
19.43%
Last Bear Market
-13.05%
-17.22%

Annual Total Return (%) History

Year
SRJZX
Category
2025
--
--
2024
11.23%
--
2023
16.66%
--
2022
-17.74%
--
2021
13.18%
--
2020
13.56%
14.04%
2019
21.72%
22.04%
2018
-9.34%
-7.04%

2017
19.71%
18.43%
2016
5.92%
7.57%
2015
-1.97%
-1.76%
2014
7.24%
5.24%
2013
21.64%
20.00%
2012
17.60%
14.64%
2011
-5.22%
-3.51%
2010
16.14%
14.28%
2009
33.33%
30.06%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 0.10% -- -- --
2024 6.03% 1.55% 5.65% -2.22%
2023 5.78% 4.16% -3.71% 9.96%
2022 -6.35% -13.05% -5.75% 7.19%
2021 3.81% 5.18% -1.48% 5.22%
2020 -18.29% 15.46% 6.42% 13.11%
2019 10.23% 3.36% 0.40% 6.41%
2018 -1.08% -0.46% 2.91% -10.53%
2017 5.50% 3.65% 4.50% 4.75%
2016 -0.39% 1.79% 4.02% 0.43%

2015 2.98% -0.86% -7.28% 3.56%
2014 1.24% 4.05% -1.60% 3.46%
2013 6.35% 0.54% 6.08% 7.24%
2012 12.59% -3.99% 5.29% 3.32%
2011 3.89% 0.61% -16.95% 9.19%
2010 4.48% -9.62% 13.03% 8.81%
2009 -9.76% 19.23% 17.68% 5.30%

Rank in Category (By Total Return)

YTD 59
1-Month 78
3-Month 59
1-Year 73
3-Year 56
5-Year 69

Load Adjusted Returns

1-Year 5.02%
3-Year 4.50%
5-Year 10.95%
10-Year 6.23%

Performance & Risk

YTD Return -3.44%
5y Average Return 8.70%
Rank in Category (ytd) 59
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.06
Morningstar Risk Rating

Fund Overview

Category Target-Date 2035
Fund Family JPMorgan
Net Assets 3.82B
YTD Return 0.10%
Yield 2.23%
Morningstar Rating
Inception Date Jul 31, 2007

Fund Summary

The fund is generally intended for investors who plan to retire around the year 2035 (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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