Back to top
more

Jpmorgan Smartretirement 2025 Fund - R4: (MF: JNSQX)

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

$17.35 USD

+0.01 (0.06%)

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 2.98 73
3 months 3.19 75
6 months 6.50 74
1 Year 13.34 67
3 Year 11.33 66
5 Year 5.28 72
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 12.36
5 Year 4.76
10 Year NA
Since Inception 6.58

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 0.90 5.30 4.07 1.61
2024 3.80 1.38 5.38 -2.18
2023 5.15 2.48 -3.18 8.60
2022 -6.27 -10.27 -4.82 5.31
2021 1.43 4.00 -0.76 3.56

Annual Return

2026202520242023202220212020201920182017
% Total Return 2.9812.368.4713.30-15.718.4211.6618.32-6.7316.08
% Total Return Rel to Index 0.04-5.85-16.54-12.942.48-20.25-6.73-13.16-2.34-5.71
% Total Return Rel to Peer -0.75-2.13-1.440.14-2.75-3.080.971.12-0.232.62
% Perf Quintile vs Peer* 4.004.000.003.003.004.003.003.003.003.00
% Dividends 0.000.620.610.430.370.480.390.450.500.40
% Yield 0.003.363.543.642.402.341.952.232.761.97
Capital Gains ($) 0.000.640.170.000.661.800.481.930.490.37
Expense Ratio 0.000.250.250.250.250.250.250.250.250.00

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