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 $2,534.06 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 $1,411.99, while $1000 invested 1 year ago would be worth $1,155.27. This corresponds to total returns of 153.41%, 41.2%, 15.53%, respectively, with annualized returns of 9.74%, 7.14%, 15.53%.

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