JNARX Mutual Fund

NAV$43.63

Returns Overview

1 Month
+0.12%
3 Months
+12.27%
6 Months
+10.85%
YTD
+10.08%
1 Year
+21.36%
3 Years (annualized)
+16.57%
5 Years (annualized)
+8.66%
10 Years (annualized)
+10.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JNARX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
JPM SMARTRETIREMENT BLEND 2045 COMPOSITE BENCHMARK
This Mutual Fund (YTD)
+10.08%
Peer Avg (YTD)
+7.64%
vs Peers
+2.44%

JNARX Mutual Fund Performance

JNARX performance across multiple time periods: 1-month 0.12%, YTD 10.08%, 1-year 21.36%, 3-year 16.57%, 5-year 8.66%, 10-year 10.37%.

JNARX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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