JTSCX Performance — JPMorgan SmartRetirement 2050 Fund, Class C
Data updated: 2026-09-11
JTSCX returned +9.41% year to date and +18.05% over one year to Jun 2026. Annualised returns are +15.65% over 3 years and +7.94% over 5 years. The fund beat its Target-Date category average: $100 invested three years ago grew to $155, against $150 for the category, and to $118 over one year, against $118. Volatility over the past three years was 11.41% a year. In the 12 months to Jun 2026 the fund lost a net $503.6M, and assets reached $2.85B.
JTSCX Growth of $100
What $100 invested in JPMorgan SmartRetirement 2050 Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Target-Date category average over the same months.
| Period | JTSCX | Category average |
|---|---|---|
| 1 year (Jul 2025 – Jun 2026) | $118 | $118 |
| 3 years (Jul 2023 – Jun 2026) | $155 | $150 |
| 5 years (Jul 2021 – Jun 2026) | $147 | $143 |
| Since data start (Jul 2019 – Jun 2026) | $201 | $187 |
JTSCX Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +9.41% |
| 1 year | +18.05% |
| 3 years (annualised) | +15.65% |
| 5 years (annualised) | +7.94% |
JTSCX Annual Returns
Calendar-year total returns of JPMorgan SmartRetirement 2050 Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jun) | +9.41% |
| 2025 | +16.98% |
| 2024 | +13.60% |
| 2023 | +19.19% |
| 2022 | −19.03% |
| 2021 | +16.44% |
| 2020 | +14.50% |
| 2019 (Jul–Dec) | +7.57% |
JTSCX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.5% | +1.5% | −6.1% | +8.1% | +3.1% | +0.5% | — | — | — | — | — | — |
| 2025 | +3.0% | −0.1% | −3.5% | −0.3% | +5.1% | +4.3% | +0.6% | +2.6% | +2.5% | +1.1% | +0.2% | +0.6% |
| 2024 | +0.2% | +4.5% | +3.0% | −3.6% | +4.0% | +1.7% | +1.8% | +2.1% | +1.7% | −2.1% | +3.6% | −3.5% |
| 2023 | +7.3% | −2.7% | +1.8% | +1.1% | −1.0% | +5.3% | +3.0% | −2.8% | −4.2% | −2.6% | +8.2% | +5.1% |
| 2022 | −4.6% | −3.0% | +1.0% | −7.6% | −0.1% | −7.7% | +6.6% | −3.9% | −8.6% | +5.2% | +7.9% | −4.4% |
| 2021 | −0.1% | +3.1% | +2.2% | +4.3% | +1.3% | +0.2% | +0.4% | +2.0% | −4.2% | +5.2% | −2.8% | +4.1% |
| 2020 | −1.2% | −6.6% | −15.0% | +9.8% | +4.2% | +3.0% | +5.3% | +5.0% | −3.0% | −1.7% | +11.9% | +5.0% |
| 2019 | — | — | — | — | — | — | 0.0% | −1.7% | +1.6% | +2.2% | +2.1% | +3.2% |
JTSCX Risk
Risk measures from monthly returns over Jul 2023 – Jun 2026.
- 3-year volatility (annualised): 11.41%
- 3-year Sharpe ratio: 0.98 (vs 4.5% risk-free rate)
- Best month: +8.22% (Nov 2023)
- Worst month: −6.09% (Mar 2026)
JTSCX Fund Flows
Monthly money in and out of JPMorgan SmartRetirement 2050 Fund, from SEC Form N-PORT.
- 12-month net flow: −$503.6M
- 12-month gross sales (incl. reinvestments): $706.3M
- Sales ÷ redemptions: 0.58×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $41.7M | $54.7M | −$13.0M |
| May 2026 | $40.2M | $69.0M | −$28.8M |
| Apr 2026 | $44.4M | $51.8M | −$7.4M |
| Mar 2026 | $51.9M | $41.0M | $10.9M |
| Feb 2026 | $39.5M | $50.2M | −$10.8M |
| Jan 2026 | $122.6M | $627.5M | −$504.9M |
| Dec 2025 | $143.0M | $88.7M | $54.4M |
| Nov 2025 | $38.1M | $43.5M | −$5.4M |
| Oct 2025 | $42.5M | $44.2M | −$1.6M |
| Sep 2025 | $45.9M | $45.5M | $363K |
| Aug 2025 | $49.7M | $34.9M | $14.9M |
| Jul 2025 | $46.7M | $59.0M | −$12.3M |
JTSCX Assets Under Management
Net assets of JPMorgan SmartRetirement 2050 Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $2.85B |
| 2026-03-31 | $2.59B |
| 2025-12-31 | $3.15B |
| 2025-09-30 | $3.19B |
| 2025-06-30 | $3.01B |
| 2025-03-31 | $2.76B |
| 2024-12-31 | $2.70B |
| 2024-09-30 | $2.81B |
| 2024-06-30 | $2.68B |
| 2024-03-31 | $2.64B |
| 2023-12-31 | $2.56B |
| 2023-09-30 | $2.34B |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.