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SMTAX Current & History Performance

Explore the performance of JPMorgan SmartRetirement 2040 Class A compared to the S&P Index and the Target-Date Retirement category of mutual funds. This comparison is based on a hypothetical investment of $10,000. Gain insights into how its returns stack up against traditional and digital asset benchmarks.
Explore the performance of JPMorgan SmartRetirement 2040 Class A compared to the S&P Index and the Target-Date Retirement category of mutual funds. This comparison is based on a hypothetical investment of $10,000. Gain insights into how its returns stack up against traditional and digital asset benchmarks.

Growth of $10,000

23,653.57
SPY
11,436.75
SMTAX
16,955.64
Target-Date Retirement

Historical Prices

Total Return %
2019
2020
2021
2022
2023
YTD
SPY
28.79%
16.16%
27.04%
-19.95%
24.29%
24.37%
SMTAX
10.98%
9.43%
-2.01%
-25.63%
18.76%
8.44%
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