Back to top
Jpmorgan Smartretirement 2035 Fund - R6: (MF: SRJYX)
(NASDAQ Mutual Funds) As of Sep 3, 2025 08:00 PM ET
$21.84 USD
+0.04 (0.18%)
Zacks MF Rank
NA
Latest Performance as of Jul 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 8.45 | 37 |
| 3 months | 8.23 | 39 |
| 6 months | 5.72 | 29 |
| 1 Year | 10.24 | 41 |
| 3 Year | 11.04 | 32 |
| 5 Year | 9.24 | 35 |
| 10 Year | 7.77 | 30 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jul 31, 2025
| 1 Year | 11.87 |
| 5 Year | 10.17 |
| 10 Year | 7.85 |
| Since Inception | 7.55 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 0.25 | 7.62 | NA | NA |
| 2024 | 6.21 | 1.78 | 5.84 | -2.04 |
| 2023 | 5.95 | 4.33 | -3.47 | 10.15 |
| 2022 | -6.22 | -12.87 | -5.59 | 7.43 |
| 2021 | 3.96 | 5.37 | -1.29 | 5.47 |
| 2020 | -18.18 | 15.77 | 6.61 | 13.33 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 8.45 | 12.08 | 17.52 | -17.13 | 14.05 | 14.45 | 22.63 | -8.66 | 20.54 | 6.50 | -1.44 |
| % Total Return Rel to Index | -0.12 | -12.94 | -8.71 | 1.06 | -14.63 | -3.95 | -8.85 | -4.27 | -1.25 | -5.43 | -2.83 |
| % Total Return Rel to Peer | 1.25 | 2.16 | 4.37 | -4.16 | 2.54 | 3.76 | 5.43 | -2.16 | 7.07 | 0.22 | 0.91 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 4.00 | 3.00 | 2.00 | 2.00 | 5.00 | 1.00 | 3.00 | 3.00 |
| % Dividends | 0.00 | 0.59 | 0.44 | 0.36 | 0.65 | 0.42 | 0.45 | 0.53 | 0.42 | 0.39 | 0.36 |
| % Yield | 0.00 | 2.90 | 3.09 | 2.08 | 2.62 | 1.82 | 2.05 | 2.79 | 1.94 | 2.10 | 2.03 |
| Capital Gains ($) | 0.00 | 0.40 | 0.00 | 1.09 | 3.00 | 0.64 | 1.60 | 0.53 | 0.43 | 0.15 | 0.21 |
| Expense Ratio | 0.00 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.02 | 0.01 | 0.00 | 0.00 | 0.00 |
* 1 = Top 20%, 5 = Bottom 20%