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Jpmorgan Smartretirement Blend 2040 Fd R6: (MF: JOBYX)

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

$35.93 USD

-0.01 (-0.03%)

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 4.50 32
3 months 5.19 34
6 months 10.48 26
1 Year 21.54 22
3 Year 16.97 24
5 Year 9.34 24
10 Year 11.04 20

* 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 18.76
5 Year 8.87
10 Year 9.93
Since Inception 9.78

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -0.09 8.67 6.33 2.87
2024 6.17 1.90 6.49 -1.70
2023 6.23 4.78 -3.64 10.41
2022 -6.08 -13.51 -6.13 8.64
2021 4.61 5.92 -1.16 5.85

Annual Return

20262025202420232022202120202019201820172016
% Total Return 4.5018.7613.2518.42-17.1515.9313.0123.84-7.9820.298.78
% Total Return Rel to Index 1.270.54-11.77-7.811.04-12.74-5.39-7.64-3.59-1.50-3.15
% Total Return Rel to Peer 0.474.263.335.26-4.194.432.326.65-1.496.832.50
% Perf Quintile vs Peer* 2.002.000.002.004.002.003.002.004.001.001.00
% Dividends 0.000.980.780.680.550.720.420.550.530.500.45
% Yield 0.002.582.383.302.152.211.442.122.372.022.14
Capital Gains ($) 0.000.000.000.000.001.000.000.110.860.000.00
Expense Ratio 0.000.030.070.060.050.070.140.120.110.090.20

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