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JPMorgan SmartRetirement Blend 2030 I (JRBEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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25.91+0.15 (+0.58%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.80%
5-year average return6.11%
Number of years up8
Number of years down3
Best 1-yr total return (2 Jul 2024)20.08%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return20.08%
Worst 3-yr total return1.31%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJRBEXCategory
YTD5.94%7.97%
1-month1.34%0.98%
3-month1.46%5.18%
1-year11.86%25.53%
3-year1.72%11.28%
5-year6.19%10.98%
10-year5.95%8.54%
Last bull market17.00%17.21%
Last bear market-11.64%-15.52%

Annual total return (%) history

Year
JRBEXCategory
2024
N/AN/A
2023
15.01%N/A
2022
-16.35%N/A
2021
11.11%N/A
2020
11.89%12.99%
2019
20.08%20.07%
2018
-6.84%-6.25%
2017
17.22%16.57%
2016
7.57%7.33%
2015
-1.09%-1.79%
2014
6.59%5.04%
2013
17.81%16.65%
2012
N/A13.59%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.41%1.46%N/AN/A
20235.46%3.29%-3.40%9.30%
2022-6.15%-11.64%-5.49%6.72%
20212.67%4.78%-0.97%4.28%
2020-15.50%13.46%5.30%10.84%
20199.31%3.06%1.20%5.33%
2018-0.91%0.14%2.84%-8.71%
20174.76%3.46%3.85%4.14%
20161.06%2.30%3.71%0.32%
20152.26%-1.03%-5.63%3.57%
20141.38%4.26%-1.65%2.55%
20135.43%-0.31%5.51%6.23%
20122.50%N/AN/AN/A

Rank in category (by total return)

YTD45
1-month22
3-month11
1-year49
3-year43
5-year71

Load adjusted returns

1-year11.86%
3-year1.72%
5-year6.19%
10-year5.95%