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Jpmorgan Smartretirement 2030 Fund R5 Class: (MF: JSMIX)

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

$19.73 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 3.32 63
3 months 3.66 65
6 months 7.44 61
1 Year 15.68 55
3 Year 13.20 52
5 Year 6.57 56
10 Year 8.82 44

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -46.42
Bull Market (2/09 - 3/21) 467.59

Load Adjusted Returns as of Feb 28, 2026

1 Year 14.32
5 Year 6.07
10 Year 7.85
Since Inception 7.06

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 0.48 6.59 4.76 1.88
2024 4.80 1.61 5.89 -2.44
2023 5.66 3.43 -3.43 9.47
2022 -6.47 -11.53 -5.21 6.40
2021 2.25 4.61 -0.94 4.52

Annual Return

20262025202420232022202120202019201820172016
% Total Return 3.3214.3210.0215.52-16.5410.7612.6220.73-7.5518.886.15
% Total Return Rel to Index 0.36-3.89-15.00-10.711.65-17.91-5.78-10.75-3.16-2.91-5.78
% Total Return Rel to Peer -0.43-0.180.102.36-3.58-0.731.933.54-1.055.42-0.12
% Perf Quintile vs Peer* 4.003.000.003.003.004.003.003.004.002.004.00
% Dividends 0.000.640.620.480.380.580.400.480.540.440.40
% Yield 0.002.973.143.332.202.461.812.072.651.892.03
Capital Gains ($) 0.000.540.410.000.931.940.482.810.630.480.15
Expense Ratio 0.000.100.100.100.100.100.100.100.100.090.07

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