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Jpmorgan Smartretirement 2035 Fund R5 Class: (MF: SRJIX)

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

$21.36 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 3.66 52
3 months 4.18 53
6 months 8.08 54
1 Year 17.13 47
3 Year 14.87 39
5 Year 7.76 43
10 Year 9.99 32

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -47.50
Bull Market (2/09 - 3/21) 550.59

Load Adjusted Returns as of Feb 28, 2026

1 Year 15.61
5 Year 7.46
10 Year 8.91
Since Inception 7.20

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 0.25 7.57 5.07 2.02
2024 6.21 1.72 5.85 -2.09
2023 5.95 4.33 -3.53 10.11
2022 -6.22 -12.92 -5.60 7.36
2021 3.93 5.34 -1.32 5.45

Annual Return

20262025202420232022202120202019201820172016
% Total Return 3.6615.6111.9717.42-17.2313.9314.3322.51-8.7620.426.48
% Total Return Rel to Index 0.59-2.60-13.04-8.820.96-14.74-4.06-8.97-4.36-1.37-5.45
% Total Return Rel to Peer -0.201.102.054.26-4.272.423.645.31-2.266.960.20
% Perf Quintile vs Peer* 3.003.000.002.004.003.002.002.004.001.003.00
% Dividends 0.000.600.580.420.340.620.400.430.510.400.37
% Yield 0.002.602.753.021.922.481.701.922.631.811.98
Capital Gains ($) 0.000.680.400.001.093.000.641.600.530.440.16
Expense Ratio 0.000.100.100.100.100.100.100.100.100.090.07

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