Back to top
more

Jpmorgan Smartretirement 2050 Fund R5 Class: (MF: JTSIX)

(NASDAQ Mutual Funds) As of May 21, 2026 05:44 PM ET

$27.32 USD

+0.07 (0.26%)

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
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

NA

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Apr 30, 2026

Total Return %* Percentile Rank Objective
YTD 5.94 30
3 months 3.26 30
6 months 7.04 33
1 Year 26.01 27
3 Year 16.98 21
5 Year 8.50 22
10 Year 10.82 15

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -46.46
Bull Market (2/09 - 3/21) 668.57

Load Adjusted Returns as of Apr 30, 2026

1 Year 16.28
5 Year 7.73
10 Year 10.07
Since Inception 7.80

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -2.01 NA NA NA
2025 -0.53 9.50 6.00 2.23
2024 7.98 2.14 5.89 -1.90
2023 6.46 5.68 -3.77 11.12
2022 -6.31 -14.58 -6.17 8.80
2021 5.48 6.17 -1.68 6.71

Annual Return

20262025202420232022202120202019201820172016
% Total Return 5.9418.0414.5720.31-18.3017.4915.4824.88-9.7422.086.75
% Total Return Rel to Index 2.32-0.17-10.44-5.93-0.09-11.18-2.91-6.60-5.340.29-5.18
% Total Return Rel to Peer -1.463.534.667.15-5.335.994.807.68-3.248.620.47
% Perf Quintile vs Peer* 5.002.001.001.004.001.002.001.005.001.003.00
% Dividends 0.000.540.520.350.310.670.350.400.500.390.36
% Yield 2.031.992.182.471.622.461.431.702.561.691.90
Capital Gains ($) 0.000.790.100.001.543.140.701.660.460.460.20
Expense Ratio 0.000.100.100.100.100.100.100.100.100.090.07

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