Back to top
more

Jp Morgan Smart Retirement 2035 Fd - C: (MF: SRJCX)

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

$20.79 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

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 Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 3.47 58
3 months 3.91 60
6 months 7.57 60
1 Year 16.03 53
3 Year 13.83 47
5 Year 6.79 53
10 Year 9.01 41

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -48.13
Bull Market (2/09 - 3/21) 459.59

Load Adjusted Returns as of Feb 28, 2026

1 Year 13.42
5 Year 6.50
10 Year 7.95
Since Inception 6.20

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 0.00 7.35 4.82 1.80
2024 5.91 1.56 5.54 -2.25
2023 5.70 4.07 -3.74 9.89
2022 -6.45 -13.07 -5.80 7.12
2021 3.68 5.15 -1.58 5.20

Annual Return

20262025202420232022202120202019201820172016
% Total Return 3.4714.5710.9716.37-17.9512.8813.3221.47-9.5319.365.50
% Total Return Rel to Index 0.50-3.64-14.04-9.870.24-15.80-5.07-10.01-5.14-2.42-6.42
% Total Return Rel to Peer -0.290.061.053.21-4.981.372.644.27-3.045.90-0.76
% Perf Quintile vs Peer* 3.003.000.002.004.003.003.002.005.002.004.00
% Dividends 0.000.400.390.250.180.440.230.260.330.230.22
% Yield 0.001.781.892.061.051.771.021.181.751.041.16
Capital Gains ($) 0.000.680.400.001.093.000.641.600.530.440.16
Expense Ratio 0.001.001.001.001.001.000.990.970.970.970.96

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