# JPMorgan SmartRetirement 2040 A (SMTAX)

> Source: Nexqual · https://nexqual.com/SMTAX · data as of 2026-10-24 00:08 UTC · cite as "Nexqual, JPMorgan SmartRetirement 2040 A (SMTAX), nexqual.com/SMTAX" · informational, not investment advice.

**Price:** USD 25.07 (-0.40% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 25.17 · day 25.07–25.07 · 52w 22.62–26.14 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y +7.0% vs S&P 500 +13.4%; 5Y +37.1% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +7.0% | +37.1% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +7.1% | +6.5% |
| Volatility (annualized) | 11.0% | 13.1% |
| Max drawdown | -8.1% (Feb 2026→Mar 2026) | -24.8% (Nov 2021→Oct 2022) |

## Peers
JSMAX (JPMorgan SmartRetirement 2030 C) USD 20.56 +0.00% · SRJAX (JP Morgan Smart Retirement 2035) USD 22.5 +0.00% · JTSAX (JPMorgan SmartRetirement® 2050) USD 27.04 -0.00% · JSAAX (JPMorgan SmartRetirement® 2045) USD 25.81 +0.00% · JSRAX (JPMorgan SmartRetirement® Inco) USD 16.88 +0.00%

## More
Full page: https://nexqual.com/SMTAX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt