JMYAX Mutual Fund

JMYAX Mutual Fund

NAV$43.53
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Returns Overview

1 Month
+0.19%
3 Months
+12.49%
6 Months
+11.26%
YTD
+10.48%
1 Year
+22.31%
3 Years (annualized)
+17.46%
5 Years (annualized)
+9.49%
10 Years (annualized)
+11.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JMYAX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
JPM SMARTRETIREMENT BLEND 2045 COMPOSITE BENCHMARK
This Mutual Fund (YTD)
+10.48%
Peer Avg (YTD)
+7.64%
vs Peers
+2.84%

JMYAX Mutual Fund Performance

JMYAX performance across multiple time periods: 1-month 0.19%, YTD 10.48%, 1-year 22.31%, 3-year 17.46%, 5-year 9.49%, 10-year 11.20%.

JMYAX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.17%, investors should weigh costs against performance when evaluating this mutual fund.

JMYAX performance comparison shows side-by-side returns with another fund. JMYAX alternatives are available in the Mutual Fund Screener.