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Jpmorgan Smartretirement Blend 2055 Fd R5: (MF: JTBBX)

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

$38.43 USD

-0.03 (-0.08%)

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

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
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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 4.92 24
3 months 5.71 27
6 months 11.43 17
1 Year 23.64 11
3 Year 18.37 13
5 Year 10.30 11
10 Year 11.56 13

* 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 20.20
5 Year 9.82
10 Year 10.41
Since Inception 10.10

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -0.54 9.67 6.92 3.06
2024 7.07 2.04 6.63 -1.62
2023 6.49 5.38 -3.85 10.84
2022 -6.06 -14.25 -6.47 9.37
2021 5.40 6.29 -1.32 6.43

Annual Return

20262025202420232022202120202019201820172016
% Total Return 4.9220.2014.6119.59-17.6017.6613.1024.49-8.4620.298.76
% Total Return Rel to Index 1.681.98-10.40-6.640.60-11.02-5.29-6.99-4.06-1.50-3.16
% Total Return Rel to Peer 0.885.694.696.43-4.636.152.427.30-1.966.832.49
% Perf Quintile vs Peer* 1.001.000.001.004.001.003.002.004.002.001.00
% Dividends 0.000.870.690.560.470.700.350.510.500.470.43
% Yield 0.002.132.002.811.812.091.221.962.271.912.06
Capital Gains ($) 0.000.030.000.000.000.930.000.040.550.000.00
Expense Ratio 0.000.180.200.190.180.200.260.230.210.190.25

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