JNTEX Mutual Fund

NAV$40.75

Returns Overview

1 Month
+0.15%
3 Months
+11.33%
6 Months
+10.14%
YTD
+9.44%
1 Year
+20.16%
3 Years (annualized)
+15.88%
5 Years (annualized)
+8.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JNTEX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
JPM SMARTRETIREMENT BLEND 2040 COMPOSITE BENCHMARK
This Mutual Fund (YTD)
+9.44%
Peer Avg (YTD)
+7.64%
vs Peers
+1.80%

JNTEX Mutual Fund Performance

JNTEX performance across multiple time periods: 1-month 0.15%, YTD 9.44%, 1-year 20.16%, 3-year 15.88%, 5-year 8.25%.

JNTEX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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