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Jp Morgan Smart Retirement 2035 Fd - A: (MF: SRJAX)

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

$21.14 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 3.56 56
3 months 4.05 57
6 months 7.84 56
1 Year 16.68 49
3 Year 14.49 42
5 Year 7.39 47
10 Year 9.65 35

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -47.77
Bull Market (2/09 - 3/21) 519.45

Load Adjusted Returns as of Feb 28, 2026

1 Year 10.24
5 Year 6.17
10 Year 8.10
Since Inception 6.63

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 0.15 7.44 5.03 1.92
2024 6.04 1.64 5.76 -2.12
2023 5.81 4.25 -3.62 10.08
2022 -6.32 -12.98 -5.65 7.30
2021 3.87 5.25 -1.41 5.36

Annual Return

20262025202420232022202120202019201820172016
% Total Return 3.5615.2011.5717.03-17.4813.5713.9522.19-9.0320.156.15
% Total Return Rel to Index 0.51-3.01-13.44-9.210.72-15.10-4.44-9.29-4.64-1.64-5.78
% Total Return Rel to Peer -0.280.691.663.87-4.512.073.274.99-2.536.69-0.11
% Perf Quintile vs Peer* 3.003.000.002.004.003.002.002.005.002.004.00
% Dividends 0.000.520.500.360.280.550.330.370.450.350.33
% Yield 0.002.292.432.651.592.201.441.682.341.611.77
Capital Gains ($) 0.000.680.400.001.093.000.641.600.530.440.16
Expense Ratio 0.000.440.440.430.430.420.410.390.370.320.31

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