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 $2,461.54 as of November 11, 2026, based on a reinvested dividends scenario. Over the same period, a $1000 investment made 5 years ago would be worth $1,326.34, while $1000 invested 1 year ago would be worth $1,036.49. This corresponds to total returns of 146.15%, 32.63%, 3.65%, respectively, with annualized returns of 9.42%, 5.81%, 3.65%.

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