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Jpmorgan Smartretirement Blend 2055 Fund - R3: (MF: JTTUX)
(NASDAQ Mutual Funds) As of Jun 9, 2025 08:00 PM ET
$34.88 USD
+0.08 (0.23%)
Zacks MF Rank
NA
Latest Performance as of May 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 4.47 | 28 |
| 3 months | 2.48 | 15 |
| 6 months | 1.30 | 38 |
| 1 Year | 11.11 | 17 |
| 3 Year | 10.17 | 19 |
| 5 Year | 11.38 | 18 |
| 10 Year | NA | NA |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of May 31, 2025
| 1 Year | 6.04 |
| 5 Year | 13.24 |
| 10 Year | NA |
| Since Inception | 7.97 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -0.64 | NA | NA | NA |
| 2024 | 6.97 | 1.94 | 6.51 | -1.72 |
| 2023 | 6.42 | 5.24 | -3.94 | 10.74 |
| 2022 | -6.20 | -14.31 | -6.59 | 9.24 |
| 2021 | 5.24 | 6.24 | -1.46 | 6.36 |
| 2020 | -21.43 | 17.19 | 6.80 | 14.54 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
| % Total Return | 4.47 | 14.15 | 19.14 | -17.98 | 17.19 | 12.64 | 24.04 | -8.77 |
| % Total Return Rel to Index | 3.41 | -10.86 | -7.09 | 0.21 | -11.48 | -5.76 | -7.44 | -4.38 |
| % Total Return Rel to Peer | 1.10 | 4.24 | 5.99 | -5.02 | 5.68 | 1.95 | 6.84 | -2.27 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 4.00 | 1.00 | 3.00 | 2.00 | 5.00 |
| % Dividends | 0.00 | 0.58 | 0.39 | 0.33 | 0.58 | 0.27 | 0.43 | 0.42 |
| % Yield | 0.00 | 1.68 | 1.89 | 1.27 | 1.73 | 0.94 | 1.67 | 1.92 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.93 | 0.00 | 0.04 | 0.55 |
| Expense Ratio | 0.00 | 0.58 | 0.59 | 0.58 | 0.59 | 0.66 | 0.00 | 0.00 |
* 1 = Top 20%, 5 = Bottom 20%