SRJZX Performance — JPMorgan SmartRetirement 2035 Fund, Class R2
Data updated: 2026-09-11
SRJZX returned +7.22% year to date and +14.57% over one year to Jun 2026. Annualised returns are +13.20% over 3 years and +6.39% over 5 years. The fund trailed its Target-Date category average: $100 invested three years ago grew to $145, against $150 for the category, and to $115 over one year, against $118. Volatility over the past three years was 9.58% a year. In the 12 months to Jun 2026 the fund lost a net $906.9M, and assets reached $3.43B.
SRJZX Growth of $100
What $100 invested in JPMorgan SmartRetirement 2035 Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Target-Date category average over the same months.
| Period | SRJZX | Category average |
|---|---|---|
| 1 year (Jul 2025 – Jun 2026) | $115 | $118 |
| 3 years (Jul 2023 – Jun 2026) | $145 | $150 |
| 5 years (Jul 2021 – Jun 2026) | $136 | $143 |
| Since data start (Jul 2019 – Jun 2026) | $181 | $187 |
SRJZX Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +7.22% |
| 1 year | +14.57% |
| 3 years (annualised) | +13.20% |
| 5 years (annualised) | +6.39% |
SRJZX Annual Returns
Calendar-year total returns of JPMorgan SmartRetirement 2035 Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jun) | +7.22% |
| 2025 | +14.88% |
| 2024 | +11.23% |
| 2023 | +16.66% |
| 2022 | −17.74% |
| 2021 | +13.18% |
| 2020 | +13.56% |
| 2019 (Jul–Dec) | +6.84% |
SRJZX 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 | +2.0% | +1.5% | −5.0% | +6.0% | +2.4% | +0.4% | — | — | — | — | — | — |
| 2025 | +2.5% | +0.4% | −2.7% | −0.2% | +3.8% | +3.6% | +0.4% | +2.3% | +2.1% | +1.0% | +0.4% | +0.5% |
| 2024 | +0.2% | +3.2% | +2.6% | −3.3% | +3.5% | +1.5% | +2.0% | +1.9% | +1.6% | −2.1% | +3.1% | −3.1% |
| 2023 | +6.5% | −2.5% | +1.9% | +1.0% | −0.9% | +4.1% | +2.3% | −2.2% | −3.8% | −2.3% | +7.3% | +4.9% |
| 2022 | −4.1% | −2.7% | +0.4% | −6.8% | −0.1% | −6.7% | +5.8% | −3.5% | −7.6% | +4.0% | +6.9% | −3.6% |
| 2021 | −0.1% | +2.3% | +1.6% | +3.6% | +1.2% | +0.4% | +0.5% | +1.6% | −3.5% | +4.2% | −2.3% | +3.4% |
| 2020 | −0.7% | −5.2% | −13.3% | +8.3% | +3.8% | +2.7% | +4.8% | +4.0% | −2.4% | −1.5% | +10.1% | +4.2% |
| 2019 | — | — | — | — | — | — | +0.1% | −1.0% | +1.3% | +1.8% | +1.7% | +2.7% |
SRJZX Risk
Risk measures from monthly returns over Jul 2023 – Jun 2026.
- 3-year volatility (annualised): 9.58%
- 3-year Sharpe ratio: 0.91 (vs 4.5% risk-free rate)
- Best month: +7.34% (Nov 2023)
- Worst month: −4.97% (Mar 2026)
SRJZX Fund Flows
Monthly money in and out of JPMorgan SmartRetirement 2035 Fund, from SEC Form N-PORT.
- 12-month net flow: −$906.9M
- 12-month gross sales (incl. reinvestments): $821.6M
- Sales ÷ redemptions: 0.48×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $38.1M | $58.9M | −$20.8M |
| May 2026 | $38.1M | $81.6M | −$43.6M |
| Apr 2026 | $45.6M | $61.0M | −$15.3M |
| Mar 2026 | $54.9M | $51.0M | $3.9M |
| Feb 2026 | $39.2M | $59.0M | −$19.8M |
| Jan 2026 | $173.1M | $993.8M | −$820.7M |
| Dec 2025 | $188.4M | $119.6M | $68.8M |
| Nov 2025 | $40.8M | $57.5M | −$16.6M |
| Oct 2025 | $49.4M | $62.7M | −$13.3M |
| Sep 2025 | $52.4M | $62.7M | −$10.3M |
| Aug 2025 | $50.3M | $42.1M | $8.3M |
| Jul 2025 | $51.3M | $78.7M | −$27.4M |
SRJZX Assets Under Management
Net assets of JPMorgan SmartRetirement 2035 Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $3.43B |
| 2026-03-31 | $3.22B |
| 2025-12-31 | $4.10B |
| 2025-09-30 | $4.22B |
| 2025-06-30 | $4.05B |
| 2025-03-31 | $3.82B |
| 2024-12-31 | $3.70B |
| 2024-09-30 | $3.87B |
| 2024-06-30 | $3.75B |
| 2024-03-31 | $3.77B |
| 2023-12-31 | $3.69B |
| 2023-09-30 | $3.46B |
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.