JPMorgan SmartRetirement 2040 Fund Class C (SMTCX) NASDAQ

If you invested $1000 in JPMorgan SmartRetirement 2040 Fund Class C (SMTCX) 10 years ago, it would be worth $2,410.73 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 $1,359.19, while $1000 invested 1 year ago would be worth $1,147.17. This corresponds to total returns of 141.07%, 35.92%, 14.72%, respectively, with annualized returns of 9.19%, 6.33%, 14.72%.

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