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Jpmorgan Smart Retirement 2025 Fund R2: (MF: JNSZX)

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

$17.18 USD

0.00 (NA)

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 2.83 76
3 months 3.04 78
6 months 6.21 78
1 Year 12.72 71
3 Year 10.76 71
5 Year 4.73 79
10 Year 6.98 67

* 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) 344.31

Load Adjusted Returns as of Feb 28, 2026

1 Year 11.86
5 Year 4.24
10 Year 6.19
Since Inception 8.38

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 0.78 5.17 3.94 1.52
2024 3.64 1.27 5.26 -2.35
2023 5.04 2.36 -3.34 8.46
2022 -6.36 -10.40 -4.92 5.15
2021 1.31 3.89 -0.89 3.41

Annual Return

20262025202420232022202120202019201820172016
% Total Return 2.8311.867.8812.74-16.127.8811.1317.74-7.1915.565.58
% Total Return Rel to Index 0.00-6.35-17.13-13.502.07-20.79-7.27-13.74-2.80-6.23-6.35
% Total Return Rel to Peer -0.80-2.64-2.03-0.41-3.16-3.620.440.55-0.702.09-0.69
% Perf Quintile vs Peer* 4.004.000.003.003.004.004.003.003.003.004.00
% Dividends 0.000.530.510.380.290.390.300.350.390.300.30
% Yield 0.002.812.913.031.841.871.451.712.101.441.62
Capital Gains ($) 0.000.640.170.000.661.800.481.930.490.380.15
Expense Ratio 0.000.750.750.750.750.750.750.750.750.610.56

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