JPMorgan SmartRetirement 2040 Fund Class A - Seasonality

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JPMorgan SmartRetirement 2040 Fund Class A - Seasonality

Seasonality Charts

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Correlation

Election

82.91%

2020

79.01%

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec
Probability %	60%	60%	60%	60%	70%	80%	90%	70%	56%	56%	89%	78%
Average return %	+1.96%	-0.21%	-1.54%	+0.95%	+1.77%	+1.24%	+2.15%	+0.61%	-1.31%	+0.19%	+3.67%	-5.72%
2026	+2.25%	+1.58%	-5.43%	+6.91%	+2.75%	+0.47%	-0.78%	+1.54%	-1.32%	--	--	--
2025	+2.76%	+0.18%	-3.04%	-5.29%	+10.03%	+3.95%	+0.56%	+2.45%	+2.31%	+1.11%	+0.36%	-4.77%
2024	-1.78%	+3.82%	+2.81%	-3.44%	+3.12%	+2.22%	+1.94%	+2.09%	+1.64%	-2.06%	+3.35%	-7.52%
2023	+6.98%	-2.58%	+1.80%	+1.10%	-0.93%	+4.74%	+2.74%	-2.41%	-3.99%	-2.41%	+7.85%	+5.30%
2022	-4.29%	-2.83%	+0.71%	-7.10%	-0.10%	-7.15%	+6.23%	-3.72%	-8.11%	+4.73%	+7.43%	-12.56%
2021	-0.04%	+2.74%	+1.84%	+4.02%	+1.26%	+0.23%	+0.47%	+1.85%	-3.83%	+4.69%	-2.49%	-11.67%
2020	-0.94%	-5.35%	-14.81%	+9.16%	+4.03%	+2.90%	+5.18%	+4.59%	-2.74%	-1.55%	+11.16%	+0.13%
2019	+7.29%	+2.28%	+1.19%	+2.77%	-4.56%	+5.31%	+0.09%	-1.59%	+1.52%	+2.09%	+2.00%	-7.06%
2018	+4.66%	-4.29%	-1.20%	-0.18%	+0.49%	-0.85%	+2.44%	+0.97%	-0.31%	-7.00%	+1.46%	-10.94%
2017	+2.70%	+2.37%	+0.69%	+1.57%	+1.59%	+0.57%	+2.60%	+0.37%	+1.70%	+2.07%	+1.90%	-2.38%

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