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Jpmorgan Smartretirement Blend 2020 Fd R6: (MF: JSYRX)
(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET
$20.23 USD
0.00 (NA)
Zacks MF Rank
NA
Latest Performance as of Mar 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 1.23 | 24 |
| 3 months | 1.23 | 24 |
| 6 months | -0.60 | 23 |
| 1 Year | 6.37 | 16 |
| 3 Year | 3.86 | 54 |
| 5 Year | 6.66 | 75 |
| 10 Year | 4.91 | 61 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Mar 31, 2025
| 1 Year | 6.37 |
| 5 Year | 6.65 |
| 10 Year | 4.91 |
| Since Inception | 5.90 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 1.23 | NA | NA | NA |
| 2024 | 3.20 | 1.20 | 5.74 | -1.82 |
| 2023 | 4.54 | 2.03 | -2.73 | 7.95 |
| 2022 | -5.30 | -9.02 | -4.30 | 4.64 |
| 2021 | 0.77 | 3.43 | -0.35 | 2.39 |
| 2020 | -9.97 | 9.86 | 3.90 | 7.17 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 1.23 | 8.44 | 12.01 | -13.73 | 6.35 | 10.14 | 15.50 | -4.51 | 13.40 | 6.75 | -0.63 |
| % Total Return Rel to Index | 5.50 | -16.57 | -14.23 | 4.47 | -22.32 | -8.26 | -15.98 | -0.11 | -8.39 | -5.17 | -2.02 |
| % Total Return Rel to Peer | 1.04 | -1.47 | -1.14 | -0.76 | -5.15 | -0.54 | -1.69 | 1.98 | -0.05 | 0.48 | 1.72 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 2.00 | 5.00 | 4.00 | 4.00 | 2.00 | 3.00 | 3.00 | 2.00 |
| % Dividends | 0.00 | 0.73 | 0.66 | 0.53 | 0.50 | 0.43 | 0.57 | 0.52 | 0.46 | 0.44 | 0.41 |
| % Yield | 0.00 | 3.41 | 3.57 | 2.83 | 2.14 | 1.91 | 2.71 | 2.68 | 2.20 | 2.34 | 2.26 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.79 | 0.46 | 0.02 | 0.63 | 0.00 | 0.00 | 0.01 |
| Expense Ratio | 0.00 | 0.05 | 0.06 | 0.03 | 0.02 | 0.02 | 0.03 | 0.05 | 0.06 | 0.19 | 0.17 |
* 1 = Top 20%, 5 = Bottom 20%