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JPMorgan SmartRetirement Blend 2055 R5 (JTBBX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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31.97-0.03 (-0.09%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.26%
5-year average return9.20%
Number of years up8
Number of years down3
Best 1-yr total return (27 Jun 2024)24.52%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return24.52%
Worst 3-yr total return3.12%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJTBBXCategory
YTD7.52%12.13%
1-month4.31%1.09%
3-month3.45%6.61%
1-year20.88%37.63%
3-year3.94%13.82%
5-year10.04%13.76%
10-year7.89%10.29%
Last bull market22.27%19.35%
Last bear market-14.25%-17.99%

Annual total return (%) history

Year
JTBBXCategory
2024
N/AN/A
2023
19.60%N/A
2022
-17.60%N/A
2021
17.66%N/A
2020
13.11%15.47%
2019
24.52%24.91%
2018
-8.45%-8.44%
2017
20.31%21.08%
2016
8.77%8.00%
2015
-1.07%-1.71%
2014
7.05%5.49%
2013
20.32%23.14%
2012
N/A15.52%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.07%N/AN/AN/A
20236.50%5.38%-3.86%10.84%
2022-6.06%-14.25%-6.48%9.38%
20215.40%6.29%-1.32%6.43%
2020-21.30%17.25%6.92%14.65%
201911.36%3.17%0.78%7.54%
2018-0.93%0.37%3.56%-11.10%
20175.61%3.88%4.47%4.97%
20161.01%2.29%4.34%0.89%
20152.42%-0.75%-6.68%4.29%
20141.39%4.73%-1.87%2.74%
20136.25%-0.07%5.94%6.98%
20122.78%N/AN/AN/A

Rank in category (by total return)

YTD62
1-month38
3-month62
1-year71
3-year42
5-year79

Load adjusted returns

1-year20.88%
3-year3.94%
5-year10.04%
10-year7.89%