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 $2,560.76 as of June 02, 2026, based on a reinvested dividends scenario. Over the same period, a $1000 investment made 5 years ago would be worth $1,404.15, while $1000 invested 1 year ago would be worth $1,169.7. This corresponds to total returns of 156.08%, 40.42%, 16.97%, respectively, with annualized returns of 9.85%, 7.02%, 16.97%.

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