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JPMorgan SmartRetirement 2030 R2 (JSMZX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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18.65+0.10 (+0.54%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.94%
5-year average return5.56%
Number of years up11
Number of years down4
Best 1-yr total return (2 Jul 2024)32.14%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return32.14%
Worst 3-yr total return0.70%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJSMZXCategory
YTD6.19%7.97%
1-month1.37%0.98%
3-month1.48%5.18%
1-year11.87%25.53%
3-year1.39%11.28%
5-year5.66%10.98%
10-year5.52%8.54%
Last bull market16.95%17.21%
Last bear market-11.64%-15.52%

Annual total return (%) history

Year
JSMZXCategory
2024
N/AN/A
2023
14.79%N/A
2022
-17.10%N/A
2021
10.07%N/A
2020
11.89%12.99%
2019
19.85%20.07%
2018
-8.12%-6.25%
2017
18.17%16.57%
2016
5.64%7.33%
2015
-1.78%-1.79%
2014
7.16%5.04%
2013
19.33%16.65%
2012
16.68%13.59%
2011
-4.52%-2.26%
2010
15.97%13.47%
2009
32.14%28.87%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.64%1.48%N/AN/A
20235.54%3.24%-3.61%9.29%
2022-6.65%-11.64%-5.42%6.27%
20212.11%4.50%-1.12%4.32%
2020-15.63%13.17%5.43%11.14%
20199.63%3.33%0.71%5.05%
2018-0.95%-0.30%2.55%-9.28%
20175.06%3.47%4.15%4.36%
2016-0.16%1.92%3.72%0.10%
20152.93%-0.98%-6.59%3.16%
20141.34%3.87%-1.43%3.28%
20135.79%0.21%5.61%6.58%
201211.65%-3.46%4.93%3.16%
20113.53%0.74%-15.69%8.59%
20104.45%-8.70%12.38%8.23%
2009-9.42%18.38%17.26%5.09%

Rank in category (by total return)

YTD33
1-month19
3-month9
1-year48
3-year63
5-year89

Load adjusted returns

1-year11.87%
3-year1.39%
5-year5.66%
10-year5.52%