JPTKX Mutual Fund

JPTKX Mutual Fund

NAV$35.63
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Returns Overview

1 Month
-0.08%
3 Months
-0.36%
6 Months
+2.21%
YTD
+7.28%
1 Year
+9.02%
3 Years (annualized)
+16.81%
5 Years (annualized)
+6.75%
10 Years (annualized)
+9.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JPTKX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
JPM SMARTRETIREMENT BLEND 2035 COMPOSITE BENCHMARK
This Mutual Fund (YTD)
+7.28%
Peer Avg (YTD)
+6.70%
vs Peers
+0.58%

JPTKX Mutual Fund Performance

JPTKX performance across multiple time periods: 1-month -0.08%, YTD 7.28%, 1-year 9.02%, 3-year 16.81%, 5-year 6.75%, 10-year 9.07%.

JPTKX returns outperform the peer average of 6.70% YTD. With an expense ratio of 0.42%, investors should weigh costs against performance when evaluating this mutual fund.

JPTKX vs another fund shows side-by-side returns. JPTKX alternatives are available in the Mutual Fund Screener.