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 $2,680.5 as of June 03, 2026, based on a reinvested dividends scenario. Over the same period, a $1000 investment made 5 years ago would be worth $1,469.02, while $1000 invested 1 year ago would be worth $1,208.04. This corresponds to total returns of 168.05%, 46.9%, 20.8%, respectively, with annualized returns of 10.36%, 7.99%, 20.8%.

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