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Jpmorgan Smart Retirement 2035 Fund R2: (MF: SRJZX)

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

$20.98 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 3.53 57
3 months 4.02 57
6 months 7.70 58
1 Year 16.37 50
3 Year 14.13 45
5 Year 7.06 50
10 Year 9.30 39

* 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) 489.91

Load Adjusted Returns as of Feb 28, 2026

1 Year 14.87
5 Year 6.77
10 Year 8.23
Since Inception 10.03

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 0.10 7.39 4.92 1.84
2024 6.02 1.55 5.64 -2.21
2023 5.78 4.15 -3.70 9.95
2022 -6.35 -13.05 -5.74 7.18
2021 3.80 5.18 -1.48 5.22

Annual Return

20262025202420232022202120202019201820172016
% Total Return 3.5314.8811.2316.66-17.7413.1813.5621.71-9.3419.715.92
% Total Return Rel to Index 0.53-3.34-13.78-9.580.46-15.50-4.83-9.77-4.95-2.08-6.01
% Total Return Rel to Peer -0.260.371.313.50-4.771.672.874.51-2.846.25-0.34
% Perf Quintile vs Peer* 3.003.000.002.004.003.003.002.005.002.004.00
% Dividends 0.000.460.440.310.230.480.270.300.370.280.29
% Yield 0.002.022.102.331.321.901.151.341.931.271.54
Capital Gains ($) 0.000.680.400.001.093.000.641.600.530.440.16
Expense Ratio 0.000.750.750.750.750.750.760.750.750.620.56

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