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JPMorgan SmartRetirement Blend 2060 I (JACSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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24.94-0.03 (-0.12%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.19%
5-year average return9.03%
Number of years up5
Number of years down2
Best 1-yr total return (27 Jun 2024)24.40%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return24.40%
Worst 3-yr total return2.97%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJACSXCategory
YTD7.49%6.10%
1-month4.33%0.90%
3-month3.46%6.10%
1-year20.74%14.41%
3-year3.84%4.94%
5-year9.87%9.53%
10-year0.00%0.00%
Last bull market22.09%5.12%
Last bear market-14.18%0.00%

Annual total return (%) history

Year
JACSXCategory
2024
N/AN/A
2023
19.37%N/A
2022
-17.61%N/A
2021
17.46%N/A
2020
12.82%15.52%
2019
24.40%25.15%
2018
-8.16%-8.52%
2017
20.14%21.27%
2016
N/A7.81%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.01%N/AN/AN/A
20236.42%5.36%-3.89%10.78%
2022-6.11%-14.18%-6.50%9.37%
20215.32%6.25%-1.36%6.42%
2020-21.31%17.17%6.80%14.57%
201911.40%3.16%0.75%7.45%
2018-0.81%0.53%3.63%-11.13%
20175.63%3.89%4.33%4.94%
20160.97%N/AN/AN/A

Rank in category (by total return)

YTD69
1-month36
3-month66
1-year79
3-year49
5-year83

Load adjusted returns

1-year20.74%
3-year3.84%
5-year9.87%
10-yearN/A