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JPMorgan SmartRetirement Blend 2030 R2 (JRBRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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25.64+0.02 (+0.08%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.78%
5-year average return5.68%
Number of years up8
Number of years down3
Best 1-yr total return (20 Jun 2024)19.43%
Worst 1-yr total return (20 Jun 2024)N/A
Best 3-yr total return19.43%
Worst 3-yr total return0.81%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJRBRXCategory
YTD4.29%7.97%
1-month3.31%0.98%
3-month2.27%5.18%
1-year13.62%25.53%
3-year1.02%11.28%
5-year6.27%10.98%
10-year5.47%8.54%
Last bull market16.72%17.21%
Last bear market-11.76%-15.52%

Annual total return (%) history

Year
JRBRXCategory
2024
N/AN/A
2023
14.45%N/A
2022
-16.76%N/A
2021
10.55%N/A
2020
11.34%12.99%
2019
19.43%20.07%
2018
-7.25%-6.25%
2017
16.58%16.57%
2016
7.08%7.33%
2015
-1.50%-1.79%
2014
6.23%5.04%
2013
17.30%16.65%
2012
N/A13.59%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.25%N/AN/AN/A
20235.33%3.17%-3.54%9.19%
2022-6.23%-11.76%-5.62%6.59%
20212.56%4.65%-1.08%4.12%
2020-15.61%13.32%5.19%10.68%
20199.16%2.93%1.05%5.18%
2018-0.99%0.02%2.73%-8.82%
20174.63%3.33%3.72%3.96%
20160.96%2.19%3.53%0.25%
20152.10%-1.08%-5.74%3.46%
20141.29%4.21%-1.75%2.43%
20135.33%-0.41%5.38%6.12%
20122.39%N/AN/AN/A

Rank in category (by total return)

YTD59
1-month46
3-month58
1-year68
3-year80
5-year90

Load adjusted returns

1-year13.62%
3-year1.02%
5-year6.27%
10-year5.47%