Feed JOBBX
Summary
JPMorgan SmartRetirement Blend 2040 Fund Class R5 is a mutual fund. It does not trade on an exchange: you buy it from the fund company at a price set once a day.
- Dividend yield
- 2.41%
What speaks for it
- Average yearly growth over the last ten years: 7.2%.
What to watch
Nothing here calls for caution.
A fund has no Bulios Score and no Fair Price of its own - both are computed from the results of a single company. This page shows what is inside the fund and what it costs instead.
Price
Performance
- 1 month
- -0.1%
- 3 months
- +1.2%
- This year
- +10%
- 1 year
- +7.7%
- 3 years
- +58%
- 5 years
- +28%
- 10 years
- +101%
What does it cost me?
We do not know the costs of this fund.
How has it done?
Growing over the long run20212022202320242025
- A year on average, 10 years
- +7.2%
- Deepest drop
- -28%
- Yearly volatility
- 12%
Average yearly growth over the last ten years: 7.2%. Deepest drop in these years: 28% below the earlier high.
Does it pay dividends?
Yes, it pays out20212022202320242025
- Yield
- 2.41%
- Payments a year
- 1
- Last payment
- $0.95
Over the last 12 months it paid $0.95 per share, which is 2.41% of today's price. The last payment was $0.95 on Dec 31, 2025.