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JPMorgan SmartRetirement 2040 A (SMTAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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20.89+0.20 (+0.97%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.19%
5-year average return7.90%
Number of years up12
Number of years down5
Best 1-yr total return (2 May 2024)33.33%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return33.33%
Worst 3-yr total return2.78%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSMTAXCategory
YTD3.27%10.80%
1-month-3.44%1.06%
3-month3.07%6.14%
1-year14.03%33.59%
3-year2.07%12.99%
5-year7.54%12.87%
10-year7.20%9.72%
Last bull market21.13%19.05%
Last bear market-13.83%-17.54%

Annual total return (%) history

Year
SMTAXCategory
2024
N/AN/A
2023
18.44%N/A
2022
-17.98%N/A
2021
15.40%N/A
2020
14.72%14.56%
2019
23.74%23.19%
2018
-9.74%-7.74%
2017
21.56%19.52%
2016
6.53%7.95%
2015
-1.89%-1.99%
2014
7.63%5.25%
2013
22.77%19.97%
2012
17.94%14.64%
2011
-5.04%-3.49%
2010
16.58%14.37%
2009
33.33%30.90%
2008
-34.82%-37.94%
2007
6.09%6.21%
2006
N/A14.67%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.95%N/AN/AN/A
20236.10%4.92%-3.74%10.54%
2022-6.34%-13.83%-6.02%8.13%
20214.68%5.69%-1.58%5.98%
2020-20.01%16.99%7.04%14.53%
201911.18%3.46%0.22%7.33%
2018-0.90%-0.37%3.26%-11.48%
20176.03%3.93%4.89%5.16%
2016-0.55%1.83%4.38%0.79%
20153.11%-0.70%-7.74%3.86%
20141.30%4.24%-1.58%3.57%
20136.67%0.68%6.35%7.49%
201212.75%-4.04%5.37%3.45%
20113.94%0.63%-16.99%9.37%
20104.59%-9.48%13.05%8.93%
2009-10.06%19.23%17.92%5.44%
2008-7.78%-2.22%-10.19%-19.51%
20072.49%4.47%1.58%-2.45%
20064.27%7.74%N/AN/A

Rank in category (by total return)

YTD30
1-month37
3-month31
1-year30
3-year59
5-year51

Load adjusted returns

1-year8.90%
3-year0.51%
5-year6.55%
10-year6.71%