JPMorgan SmartRetirement 2040 Fund Class A (SMTAX) NASDAQ

If you invested $1000 in JPMorgan SmartRetirement 2040 Fund Class A (SMTAX) 10 years ago, it would be worth $2,506.89 as of June 02, 2026, based on a reinvested dividends scenario. Over the same period, a $1000 investment made 5 years ago would be worth $1,385.75, while $1000 invested 1 year ago would be worth $1,163.01. This corresponds to total returns of 150.69%, 38.57%, 16.3%, respectively, with annualized returns of 9.62%, 6.74%, 16.3%.

Custom investment amounts or purchase dates can also be explored using the Stoculator calculator. Past performance does not guarantee future results.