Back to top
more

Jpmorgan Smartretirement 2060 Fund R5 Class: (MF: JAKIX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 06:03 PM ET

$25.55 USD

-0.03 (-0.12%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

NA

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 4.24 37
3 months 4.99 38
6 months 9.30 41
1 Year 20.32 28
3 Year 17.47 21
5 Year 9.59 21
10 Year NA NA

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Feb 28, 2026

1 Year 18.03
5 Year 9.35
10 Year NA
Since Inception 10.51

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -0.48 9.47 5.97 2.23
2024 8.06 2.11 5.89 -1.89
2023 6.42 5.65 -3.82 11.08
2022 -6.28 -14.59 -6.09 8.88
2021 5.57 6.11 -1.63 6.66

Annual Return

2026202520242023202220212020201920182017
% Total Return 4.2418.0314.6320.13-18.1617.5415.3324.96-9.6221.92
% Total Return Rel to Index 1.17-0.18-10.38-6.110.03-11.14-3.06-6.52-5.230.12
% Total Return Rel to Peer 0.373.534.716.97-5.206.034.657.77-3.138.46
% Perf Quintile vs Peer* 2.002.000.001.004.001.002.001.005.001.00
% Dividends 0.000.540.510.360.300.640.310.360.410.30
% Yield 0.002.012.172.521.602.611.431.842.561.63
Capital Gains ($) 0.000.590.190.000.871.360.440.400.070.06
Expense Ratio 0.000.100.200.100.110.100.100.100.000.00

* 1 = Top 20%, 5 = Bottom 20%