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 $2,482.49 as of August 02, 2026, based on a reinvested dividends scenario. Over the same period, a $1000 investment made 5 years ago would be worth $1,387.71, while $1000 invested 1 year ago would be worth $1,112.47. This corresponds to total returns of 148.25%, 38.77%, 11.25%, respectively, with annualized returns of 9.51%, 6.77%, 11.25%.

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