Nasdaq - Delayed Quote USD

JPMorgan SmartRetirement Blend 2050 R6 (JNYAX)

34.20
-0.09
(-0.26%)
At close: May 23 at 8:01:25 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 3.78%
5y Average Return 12.47%
Number of Years Up 9
Number of Years Down 3
Best 1Y Total Return (May 22, 2025) 24.62%
Worst 1Y Total Return (May 22, 2025) --
Best 3Y Total Return 24.62%
Worst 3Y Total Return 3.23%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
JNYAX
Category
YTD
-0.27%
11.99%
1-Month
0.24%
1.08%
3-Month
-3.23%
6.55%
1-Year
10.98%
37.09%
3-Year
9.10%
13.69%
5-Year
11.81%
13.58%
10-Year
8.00%
10.11%
Last Bull Market
14.70%
19.71%
Last Bear Market
-14.27%
-18.27%

Annual Total Return (%) History

Year
JNYAX
Category
2025
--
--
2024
14.69%
--
2023
19.77%
--
2022
-17.63%
--
2021
17.76%
--
2020
13.39%
15.25%
2019
24.62%
24.54%
2018
-8.27%
-8.41%

2017
20.53%
20.67%
2016
8.77%
8.22%
2015
-1.13%
-2.01%
2014
6.97%
5.42%
2013
21.06%
21.02%
2012
--
15.07%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -0.51% -- -- --
2024 7.07% 2.06% 6.65% -1.59%
2023 6.53% 5.42% -3.87% 10.93%
2022 -6.07% -14.27% -6.46% 9.36%
2021 5.39% 6.34% -1.32% 6.48%
2020 -21.24% 17.41% 6.92% 14.69%
2019 11.39% 3.17% 0.81% 7.57%
2018 -0.82% 0.41% 3.58% -11.07%
2017 5.69% 3.95% 4.51% 4.98%
2016 0.95% 2.32% 4.30% 0.96%

2015 2.44% -0.82% -6.74% 4.34%
2014 1.38% 4.66% -1.83% 2.69%
2013 6.26% 0.05% 6.34% 7.08%
2012 2.80% -- -- --

Rank in Category (By Total Return)

YTD 41
1-Month 65
3-Month 35
1-Year 22
3-Year 33
5-Year 31

Load Adjusted Returns

1-Year 10.98%
3-Year 9.10%
5-Year 11.81%
10-Year 8.00%

Performance & Risk

YTD Return 3.78%
5y Average Return 12.47%
Rank in Category (ytd) 41
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.23
Morningstar Risk Rating

Fund Overview

Category Target-Date 2050
Fund Family JPMorgan
Net Assets 1.94B
YTD Return -0.27%
Yield 2.20%
Morningstar Rating
Inception Date Jul 02, 2012

Fund Summary

The fund is generally intended for investors who plan to retire around the year 2050 and then withdraw their investment in it throughout retirement. It is designed to provide exposure to equity, debt and cash/cash equivalent asset classes by investing in mutual funds and ETFs within the same group of investment companies, passive ETFs that are managed by unaffiliated investment advisers in certain limited instances and/or direct investments in securities and other financial instruments.

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