JPMorgan SmartRetirement® 2040 Fund Class R5 (SMTIX) NASDAQ

If you invested $1000 in JPMorgan SmartRetirement 2040 Fund Class R5 (SMTIX) 10 years ago, it would be worth $2,638.78 as of July 13, 2026, based on a reinvested dividends scenario. Over the same period, a $1000 investment made 5 years ago would be worth $1,458.54, while $1000 invested 1 year ago would be worth $1,164.34. This corresponds to total returns of 163.88%, 45.85%, 16.43%, respectively, with annualized returns of 10.18%, 7.84%, 16.43%.

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