JNYAX Mutual Fund

JNYAX Mutual Fund

NAV$44.55
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Returns Overview

1 Month
+0.18%
3 Months
+13.38%
6 Months
+12.00%
YTD
+11.17%
1 Year
+23.54%
3 Years (annualized)
+18.14%
5 Years (annualized)
+9.90%
10 Years (annualized)
+11.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JNYAX 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 2050 COMPOSITE BENCHMARK
This Mutual Fund (YTD)
+11.17%
Peer Avg (YTD)
+7.64%
vs Peers
+3.53%

JNYAX Mutual Fund Performance

JNYAX performance across multiple time periods: 1-month 0.18%, YTD 11.17%, 1-year 23.54%, 3-year 18.14%, 5-year 9.90%, 10-year 11.44%.

JNYAX 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.

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