JPMorgan SmartRetirement® 2040 Fund Class R5 (SMTIX) NASDAQ

Currency In USD

AD

SMTIX Historical Return

If you invested $1000 in JPMorgan SmartRetirement 2040 Fund Class R5 (SMTIX) 10 years ago, it would be worth $2,605.58 as of August 22, 2026, based on a reinvested dividends scenario. Over the same period, a $1000 investment made 5 years ago would be worth $1,467.19, while $1000 invested 1 year ago would be worth $1,142.36. This corresponds to total returns of 160.56%, 46.72%, 14.24%, respectively, with annualized returns of 10.04%, 7.97%, 14.24%.

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

AD

SMTIX Historical Data

Date Range:

DateOpenCloseAdj CloseHighLowVolume
August 21, 202626.0526.0526.0526.0526.050
August 20, 202626.1826.1826.1826.1826.180
August 19, 202626.1126.1126.1126.1126.110
August 18, 202626.3626.3626.3626.3626.360
August 17, 202626.4226.4226.4226.4226.420
August 14, 202626.4526.4526.4526.4526.450
August 13, 202626.3326.3326.3326.3326.330
August 12, 202626.2526.2326.2326.2526.230
August 11, 202626.2526.2526.2526.2526.250
August 10, 202626.3126.3126.3126.3126.310
August 07, 202626.1426.1426.1426.1426.140
August 06, 202626.2126.2126.2126.2126.210
August 05, 202626.2426.2426.2426.2426.240
August 04, 202625.8925.8925.8925.8925.890
August 03, 202625.6525.6525.6525.6525.650
July 31, 202625.5925.5925.5925.5925.590
July 30, 202625.1925.1925.1925.1925.190
July 29, 202625.4725.4725.4725.4725.470
July 28, 202625.4725.4725.4725.4725.470
July 27, 202625.4225.4225.4225.4225.420
July 23, 202625.6525.6525.6525.6525.650
July 22, 202625.6825.6825.6825.6825.680
July 21, 202625.4425.4425.4425.4425.440
July 20, 202625.5225.5225.5225.5225.520
July 17, 202625.725.725.725.725.70
July 16, 202625.8325.8325.8325.8325.830
July 15, 202625.7525.7525.7525.7525.750
July 14, 202625.6325.6325.6325.6325.630
July 13, 202625.8625.8625.8625.8625.860
July 10, 202625.8125.8125.8125.8125.810
July 09, 202625.6425.6425.6425.6425.640
July 08, 202625.7425.7425.7425.7425.740
July 07, 202625.9525.9525.9525.9525.950
July 06, 202625.7425.7425.7425.7425.740
July 02, 202625.7125.7125.7125.7125.710
July 01, 202625.8525.8525.8525.8525.850
June 30, 202625.7425.7425.7425.7425.740
June 29, 202625.525.525.525.525.50
June 26, 202625.5425.5425.5425.5425.540
June 25, 202625.4825.4825.4825.4825.480
June 24, 202625.4525.4525.4525.4525.450
June 23, 202625.825.825.825.825.80
June 22, 202625.8525.8525.8525.8525.850
June 18, 202625.625.625.625.625.60
June 17, 202625.8125.8125.8125.8125.810
June 16, 202625.8725.8725.8725.8725.870
June 15, 202625.5625.5625.5625.5625.560
June 12, 202625.4725.4725.4725.4725.470
June 11, 202625.0125.0125.0125.0125.010
June 10, 202625.3125.3125.3125.3125.310
June 09, 202625.2625.2625.2625.2625.260
June 08, 202625.225.225.225.225.20
June 05, 202625.7725.7725.7725.7725.770
June 04, 202625.6825.6825.6825.6825.680
June 03, 202625.8425.8425.8425.8425.840
June 02, 202625.7525.7525.7525.7525.750
June 01, 202625.7225.7225.7225.7225.720
May 29, 202625.725.725.725.725.70
May 28, 202625.625.625.625.625.60
May 27, 202625.6125.6125.6125.6125.610
AD