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Jpmorgan Smartretirement 2060 Fund - R4: (MF: JAKQX)

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

$25.46 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

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NA

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 4.18 39
3 months 4.92 39
6 months 9.21 42
1 Year 20.11 29
3 Year 17.28 22
5 Year 9.41 23
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 17.86
5 Year 9.18
10 Year NA
Since Inception 10.34

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -0.52 9.41 5.95 2.20
2024 7.98 2.11 5.82 -1.91
2023 6.38 5.61 -3.83 11.04
2022 -6.33 -14.60 -6.15 8.79
2021 5.48 6.07 -1.65 6.66

Annual Return

2026202520242023202220212020201920182017
% Total Return 4.1817.8614.4619.98-18.3317.3615.2224.65-9.7221.75
% Total Return Rel to Index 1.14-0.35-10.55-6.26-0.12-11.31-3.17-6.83-5.33-0.04
% Total Return Rel to Peer 0.343.354.546.82-5.365.854.537.45-3.238.29
% Perf Quintile vs Peer* 2.002.000.001.005.001.002.001.005.001.00
% Dividends 0.000.510.480.330.300.610.280.340.080.28
% Yield 0.001.912.042.381.622.471.301.710.541.51
Capital Gains ($) 0.000.590.190.000.871.360.440.400.370.06
Expense Ratio 0.000.250.350.250.260.250.000.000.000.00

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