Nasdaq - Delayed Quote USD

JPMorgan SmartRetirement 2040 R3 (SMTPX)

22.05
-0.05
(-0.23%)
At close: May 23 at 8:02:13 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 3.22%
5y Average Return 11.12%
Number of Years Up 6
Number of Years Down 2
Best 1Y Total Return (May 22, 2025) 23.58%
Worst 1Y Total Return (May 22, 2025) --
Best 3Y Total Return 23.58%
Worst 3Y Total Return 2.71%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SMTPX
Category
YTD
-0.37%
10.80%
1-Month
-0.19%
1.06%
3-Month
-3.09%
6.14%
1-Year
8.78%
33.59%
3-Year
7.80%
12.99%
5-Year
10.52%
12.87%
10-Year
6.99%
9.72%
Last Bull Market
12.88%
19.05%
Last Bear Market
-13.85%
-17.54%

Annual Total Return (%) History

Year
SMTPX
Category
2025
--
--
2024
12.65%
--
2023
18.42%
--
2022
-18.04%
--
2021
15.31%
--
2020
14.64%
14.56%
2019
23.58%
23.19%
2018
-9.85%
-7.74%

2017
21.35%
19.52%
2016
--
7.95%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -0.19% -- -- --
2024 6.84% 1.84% 5.78% -2.13%
2023 6.10% 4.92% -3.74% 10.52%
2022 -6.37% -13.85% -5.99% 8.09%
2021 4.68% 5.65% -1.60% 5.95%
2020 -20.02% 16.97% 7.00% 14.52%
2019 11.18% 3.39% 0.21% 7.28%
2018 -0.94% -0.39% 3.25% -11.52%
2017 5.97% 3.89% 4.83% 5.15%
2016 0.73% -- -- --

Rank in Category (By Total Return)

YTD 84
1-Month 91
3-Month 76
1-Year 77
3-Year 61
5-Year 49

Load Adjusted Returns

1-Year 8.78%
3-Year 7.80%
5-Year 10.52%
10-Year 6.99%

Performance & Risk

YTD Return 3.22%
5y Average Return 11.12%
Rank in Category (ytd) 84
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.13
Morningstar Risk Rating

Fund Overview

Category Target-Date 2040
Fund Family JPMorgan
Net Assets 3.83B
YTD Return -0.37%
Yield 2.17%
Morningstar Rating
Inception Date May 15, 2006

Fund Summary

The fund is generally intended for investors who plan to retire around the year 2040 (the target retirement year). Prior to reaching the target retirement year, the fund seeks risk appropriate total return with a shift to current income and some capital appreciation over time as the fund approaches and passes the target retirement year.

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