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 $2,651.59 as of June 23, 2026, based on a reinvested dividends scenario. Over the same period, a $1000 investment made 5 years ago would be worth $1,470.92, while $1000 invested 1 year ago would be worth $1,195.55. This corresponds to total returns of 165.16%, 47.09%, 19.56%, respectively, with annualized returns of 10.24%, 8.02%, 19.56%.

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