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JPMorgan SmartRetirement Blend 2030 R3 (JUTPX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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25.91-0.05 (-0.19%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.80%
5-year average return5.92%
Number of years up4
Number of years down2
Best 1-yr total return (27 Jun 2024)19.79%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return19.79%
Worst 3-yr total return1.06%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJUTPXCategory
YTD4.41%7.97%
1-month3.35%0.98%
3-month2.32%5.18%
1-year13.94%25.53%
3-year1.26%11.28%
5-year6.54%10.98%
10-year5.77%8.54%
Last bull market16.85%17.21%
Last bear market-11.72%-15.52%

Annual total return (%) history

Year
JUTPXCategory
2024
N/AN/A
2023
14.70%N/A
2022
-16.53%N/A
2021
10.77%N/A
2020
11.64%12.99%
2019
19.79%20.07%
2018
-7.08%-6.25%
2017
N/A16.57%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.33%N/AN/AN/A
20235.39%3.22%-3.46%9.23%
2022-6.16%-11.72%-5.51%6.64%
20212.61%4.69%-1.03%4.19%
2020-15.56%13.38%5.25%10.80%
20199.23%3.04%1.09%5.27%
2018-0.98%0.13%2.78%-8.81%
20173.79%4.03%N/AN/A

Rank in category (by total return)

YTD52
1-month35
3-month52
1-year62
3-year69
5-year84

Load adjusted returns

1-year13.94%
3-year1.26%
5-year6.54%
10-year5.77%