JPMorgan SmartRetirement 2040 Fund Class I (SMTSX) NASDAQ

If you invested $1000 in JPMorgan SmartRetirement 2040 Fund Class I (SMTSX) 10 years ago, it would be worth $2,520.08 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 $1,400.65, while $1000 invested 1 year ago would be worth $1,125.05. This corresponds to total returns of 152.01%, 40.07%, 12.51%, respectively, with annualized returns of 9.68%, 6.97%, 12.51%.

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