Financial Services
Live Price
Offline$25.57
+1.03% today
1Y Change
+11.76%
Window
Jun 23, 2025 → Jun 12, 2026
Coverage: 245 bars · Jun 23, 2025 → Jun 12, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
JPMorgan SmartRetirement 2040 Fund Class A (SMTAX) is a fund with a market cap of $3.41B and listed on NASDAQ. The fund last traded around $25.57 and up 11.8% across the available one-year price window (Jun 23, 2025 → Jun 12, 2026). Baseline metrics include a dividend yield of 5.3%. Valuation is more restrained than many high-expectation growth names at P/E 0.1 and price/sales 0.0. Stock Foundry combines SMTAX price history, analyst forecasts, news, related Financial Services peers on this page.
Benchmark Comparison
Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.
SMTAX
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Normalized return
SPY
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S&P 500
Excess Return
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Relative to SPY
SMTAX Max Drawdown
-9.41%
Trailing 1Y
SPY Max Drawdown
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Trailing 1Y
Uses the longest available daily history for SMTAX and SPY.
Next Step
After the overview, the strongest next step is usually chart context or a tighter compare set.