Financial Services

JPMorgan SmartRetirement 2040 Fund Class R5(SMTIX)

Fund

Live Price

Offline

$25.85

+0.98% today

1Y Change

+12.64%

Window

Jun 23, 2025 → Jun 1, 2026

Market Cap: $3.41B
Dividend Yield: 0.0%
50-Day Avg: —
Exchange: NASDAQ

Coverage: 236 bars · Jun 23, 2025 → Jun 1, 2026

Research Briefing

A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.

Decision context

Research Snapshot

JPMorgan SmartRetirement 2040 Fund Class R5 (SMTIX) is a fund with a market cap of $3.41B and listed on NASDAQ. The fund last traded around $25.85 and up 12.6% across the available one-year price window (Jun 23, 2025 → Jun 1, 2026). Stock Foundry combines SMTIX price history, analyst forecasts, news, related Financial Services peers on this page.

Benchmark Comparison

Normalized Performance vs SPY

Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.

1Y shared range

SMTIX

—

Normalized return

SPY

—

S&P 500

Excess Return

—

Relative to SPY

SMTIX Max Drawdown

-9.57%

Trailing 1Y

SPY Max Drawdown

—

Trailing 1Y

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Calendar-Year Returns

Uses the longest available daily history for SMTIX and SPY.

Calendar-year return history is still loading or unavailable.

We do not have analyst estimates for SMTIX yet. Once the upstream feed includes this ticker, the outlook cards and table will light up automatically.

Next Step

Put consensus data in context

Forecasts are most valuable when they sit beside comparisons, earnings setup, and the rest of the business story.

Read the analyst forecasts guide Compare stocks with this setup