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Jpmorgan Smartretirement 2030 Fund I Class: (MF: JSMSX)

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

$19.64 USD

-0.01 (-0.05%)

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 3.28 65
3 months 3.63 66
6 months 7.33 63
1 Year 15.46 56
3 Year 13.02 54
5 Year 6.41 58
10 Year 8.66 46

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -46.52
Bull Market (2/09 - 3/21) 453.87

Load Adjusted Returns as of Feb 28, 2026

1 Year 14.16
5 Year 5.92
10 Year 7.70
Since Inception 6.90

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 0.49 6.56 4.73 1.79
2024 4.82 1.57 5.86 -2.53
2023 5.68 3.32 -3.45 9.39
2022 -6.54 -11.52 -5.29 6.39
2021 2.22 4.64 -0.98 4.45

Annual Return

20262025202420232022202120202019201820172016
% Total Return 3.2814.179.8615.33-16.6810.6312.4220.53-7.6318.736.02
% Total Return Rel to Index 0.36-4.05-15.15-10.901.51-18.04-5.97-10.95-3.24-3.06-5.91
% Total Return Rel to Peer -0.42-0.33-0.052.17-3.72-0.861.733.34-1.135.27-0.25
% Perf Quintile vs Peer* 4.003.000.003.003.004.003.003.004.002.004.00
% Dividends 0.000.610.590.450.360.540.370.450.510.410.38
% Yield 0.002.893.013.242.082.351.701.992.571.811.93
Capital Gains ($) 0.000.540.410.000.931.940.482.810.630.480.15
Expense Ratio 0.000.250.250.250.250.250.240.220.220.220.21

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