Nasdaq - Delayed Quote USD

JPMorgan SmartRetirement 2055 Fund (JFFSX)

28.14
-0.09
(-0.32%)
At close: May 23 at 8:01:22 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 3.56%
5y Average Return 12.53%
Number of Years Up 9
Number of Years Down 3
Best 1Y Total Return (May 22, 2025) 24.77%
Worst 1Y Total Return (May 22, 2025) --
Best 3Y Total Return 24.77%
Worst 3Y Total Return 3.38%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
JFFSX
Category
YTD
-0.77%
12.13%
1-Month
-0.22%
1.09%
3-Month
-3.74%
6.61%
1-Year
9.06%
37.63%
3-Year
8.68%
13.82%
5-Year
11.76%
13.76%
10-Year
7.66%
10.29%
Last Bull Market
13.84%
19.35%
Last Bear Market
-14.58%
-17.99%

Annual Total Return (%) History

Year
JFFSX
Category
2025
--
--
2024
14.42%
--
2023
20.02%
--
2022
-18.38%
--
2021
17.36%
--
2020
15.32%
15.47%
2019
24.77%
24.91%
2018
-9.81%
-8.44%

2017
21.83%
21.08%
2016
6.62%
8.00%
2015
-1.68%
-1.71%
2014
7.77%
5.49%
2013
22.88%
23.14%
2012
--
15.52%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -0.55% -- -- --
2024 7.96% 2.09% 5.88% -1.96%
2023 6.40% 5.65% -3.88% 11.08%
2022 -6.37% -14.58% -6.21% 8.82%
2021 5.46% 6.09% -1.65% 6.66%
2020 -21.34% 18.01% 7.48% 15.58%
2019 11.54% 3.48% 0.21% 7.87%
2018 -0.90% -0.27% 3.41% -11.75%
2017 6.09% 3.94% 4.93% 5.30%
2016 -0.50% 1.82% 4.43% 0.77%

2015 3.06% -0.61% -7.66% 3.94%
2014 1.44% 4.23% -1.62% 3.60%
2013 6.74% 0.47% 6.56% 7.53%
2012 -3.66% 5.71% 3.25% --

Rank in Category (By Total Return)

YTD 68
1-Month 90
3-Month 61
1-Year 76
3-Year 66
5-Year 45

Load Adjusted Returns

1-Year 9.06%
3-Year 8.68%
5-Year 11.76%
10-Year 7.66%

Performance & Risk

YTD Return 3.56%
5y Average Return 12.53%
Rank in Category (ytd) 68
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.20
Morningstar Risk Rating

Fund Overview

Category Target-Date 2055
Fund Family JPMorgan
Net Assets 1.81B
YTD Return -0.77%
Yield 2.08%
Morningstar Rating
Inception Date Jan 31, 2012

Fund Summary

The fund is generally intended for investors who plan to retire around the year 2055 (the target retirement year). Prior to reaching the target retirement year, the fund seeks risk appropriate total return with a shift to current income and some capital appreciation over time as the fund approaches and passes the target retirement year.

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