Nasdaq - Delayed Quote USD

JPMorgan SmartRetirement Blend Inc R5 (JIBBX)

18.60
-0.01
(-0.05%)
At close: May 23 at 8:01:24 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 2.76%
5y Average Return 5.38%
Number of Years Up 9
Number of Years Down 3
Best 1Y Total Return (May 22, 2025) 13.91%
Worst 1Y Total Return (May 22, 2025) --
Best 3Y Total Return 13.91%
Worst 3Y Total Return 0.11%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
JIBBX
Category
YTD
1.60%
3.58%
1-Month
0.33%
0.73%
3-Month
-0.16%
3.29%
1-Year
9.52%
12.52%
3-Year
5.55%
7.60%
5-Year
5.40%
6.39%
10-Year
4.38%
5.12%
Last Bull Market
10.01%
8.81%
Last Bear Market
-9.03%
-5.68%

Annual Total Return (%) History

Year
JIBBX
Category
2025
--
--
2024
8.30%
--
2023
11.67%
--
2022
-13.79%
--
2021
6.22%
--
2020
9.55%
9.03%
2019
13.91%
12.85%
2018
-3.89%
-3.16%

2017
10.55%
8.81%
2016
5.72%
5.10%
2015
-0.71%
-1.50%
2014
4.76%
4.36%
2013
7.26%
7.36%
2012
--
9.01%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 1.27% -- -- --
2024 3.18% 1.18% 5.70% -1.85%
2023 4.44% 1.98% -2.82% 7.89%
2022 -5.35% -9.03% -4.26% 4.58%
2021 0.74% 3.38% -0.42% 2.43%
2020 -9.37% 9.27% 3.69% 6.68%
2019 6.17% 2.81% 1.54% 2.77%
2018 -0.79% -0.05% 1.67% -4.67%
2017 2.90% 2.22% 2.49% 2.54%
2016 1.74% 2.22% 2.34% -0.66%

2015 1.59% -0.93% -2.80% 1.49%
2014 1.52% 2.89% -1.12% 1.43%
2013 2.57% -1.54% 2.95% 3.17%
2012 1.22% -- -- --

Rank in Category (By Total Return)

YTD 53
1-Month 49
3-Month 69
1-Year 4
3-Year 7
5-Year 13

Load Adjusted Returns

1-Year 9.52%
3-Year 5.55%
5-Year 5.40%
10-Year 4.38%

Performance & Risk

YTD Return 2.76%
5y Average Return 5.38%
Rank in Category (ytd) 53
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.76
Morningstar Risk Rating

Fund Overview

Category Target-Date Retirement
Fund Family JPMorgan
Net Assets 1.55B
YTD Return 1.60%
Yield 3.46%
Morningstar Rating
Inception Date Jul 02, 2012

Fund Summary

The fund is a "fund of funds" that invests in other mutual funds and exchange traded funds (ETFs) within the same group of investment companies and also invests in passive ETFs that are managed by unaffiliated investment advisers. It is generally intended for investors who are retired or about to retire soon. The fund is designed to provide exposure to a variety of asset classes through investments in underlying funds, securities and other financial instruments, with an emphasis on fixed income investments over equity investments and other investments.

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