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 $2,523.24 as of June 22, 2026, based on a reinvested dividends scenario. Over the same period, a $1000 investment made 5 years ago would be worth $1,397.04, while $1000 invested 1 year ago would be worth $1,152.73. This corresponds to total returns of 152.32%, 39.7%, 15.27%, respectively, with annualized returns of 9.69%, 6.91%, 15.27%.

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