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Jpmorgan Smartretirement Income Fund - R6: (MF: JSIYX)

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

$16.40 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

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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 2.91 74
3 months 3.13 76
6 months 6.46 74
1 Year 13.25 68
3 Year 10.99 69
5 Year 5.06 75
10 Year 6.32 75

* 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 12.39
5 Year 4.49
10 Year 5.78
Since Inception 5.06

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 1.17 5.01 4.04 1.68
2024 3.51 1.30 5.35 -2.08
2023 4.61 2.10 -2.88 8.01
2022 -5.60 -8.94 -4.06 4.43
2021 0.68 3.29 -0.43 2.55

Annual Return

20262025202420232022202120202019201820172016
% Total Return 2.9112.398.1812.05-13.886.1810.0214.34-4.4111.215.30
% Total Return Rel to Index 0.01-5.82-16.83-14.194.31-22.49-8.37-17.14-0.02-10.58-6.62
% Total Return Rel to Peer -0.78-2.11-1.73-1.10-0.92-5.32-0.66-2.852.08-2.25-0.96
% Perf Quintile vs Peer* 4.004.000.004.002.005.004.004.002.004.004.00
% Dividends 0.000.570.610.510.400.470.430.520.540.430.42
% Yield 0.003.223.793.582.782.482.312.662.952.182.30
Capital Gains ($) 0.000.250.000.000.231.410.412.020.500.270.00
Expense Ratio 0.000.020.030.030.020.020.020.020.410.430.01

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