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 $2,307.62 as of September 11, 2026, based on a reinvested dividends scenario. Over the same period, a $1000 investment made 5 years ago would be worth $1,319.53, while $1000 invested 1 year ago would be worth $1,060.99. This corresponds to total returns of 130.76%, 31.95%, 6.1%, respectively, with annualized returns of 8.72%, 5.71%, 6.1%.

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