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Jpmorgan Smartretirement 2035 Fund I Class: (MF: SRJSX)

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

$21.34 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 3.62 53
3 months 4.13 55
6 months 7.99 55
1 Year 16.92 48
3 Year 14.70 41
5 Year 7.60 44
10 Year 9.83 33

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -47.58
Bull Market (2/09 - 3/21) 534.79

Load Adjusted Returns as of Feb 28, 2026

1 Year 15.46
5 Year 7.31
10 Year 8.76
Since Inception 7.06

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 0.25 7.47 5.07 1.98
2024 6.10 1.73 5.80 -2.13
2023 5.89 4.27 -3.59 10.13
2022 -6.27 -12.94 -5.61 7.33
2021 3.90 5.35 -1.36 5.37

Annual Return

20262025202420232022202120202019201820172016
% Total Return 3.6215.4611.7717.23-17.3313.7714.1622.32-8.8320.236.34
% Total Return Rel to Index 0.54-2.75-13.24-9.010.87-14.90-4.24-9.16-4.44-1.55-5.59
% Total Return Rel to Peer -0.250.951.854.07-4.362.263.475.13-2.336.770.07
% Perf Quintile vs Peer* 3.003.000.002.004.003.002.002.005.002.003.00
% Dividends 0.000.570.540.390.310.590.360.410.480.380.35
% Yield 0.002.472.572.861.772.341.561.822.501.701.85
Capital Gains ($) 0.000.680.400.001.093.000.641.600.530.440.16
Expense Ratio 0.000.250.250.250.250.250.240.220.220.220.21

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