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Jpmorgan Smartretirement Blend 2060 Fund - R2: (MF: JATPX)

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

$29.76 USD

-0.02 (-0.07%)

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 4.77 27
3 months 5.34 32
6 months 10.87 23
1 Year 22.70 16
3 Year 17.56 20
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 19.35
5 Year 9.11
10 Year NA
Since Inception 9.39

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -0.70 9.60 6.78 2.71
2024 6.85 1.89 6.46 -1.81
2023 6.27 5.22 -4.00 10.69
2022 -6.23 -14.32 -6.57 9.20
2021 5.21 6.12 -1.48 6.28

Annual Return

202620252024202320222021202020192018
% Total Return 4.7719.3513.8118.83-18.0316.9212.1823.77-8.56
% Total Return Rel to Index 1.621.13-11.20-7.400.16-11.75-6.22-7.71-4.16
% Total Return Rel to Peer 0.824.853.895.67-5.075.411.496.57-2.06
% Perf Quintile vs Peer* 1.001.000.002.004.002.003.002.004.00
% Dividends 0.000.490.410.360.260.360.150.260.25
% Yield 0.001.601.572.111.311.450.721.341.53
Capital Gains ($) 0.000.000.000.000.000.540.000.030.16
Expense Ratio 0.000.830.850.750.830.850.910.000.00

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