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 $2,391.26 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 $1,345.17, while $1000 invested 1 year ago would be worth $1,155.25. This corresponds to total returns of 139.13%, 34.52%, 15.53%, respectively, with annualized returns of 9.1%, 6.11%, 15.53%.

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