JPTKX Mutual Fund

JPTKX Mutual Fund

NAV$36.48
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Returns Overview

1 Month
-0.69%
3 Months
+2.58%
6 Months
+5.73%
YTD
+7.67%
1 Year
+16.77%
3 Years (annualized)
+13.53%
5 Years (annualized)
+7.32%
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
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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 2035 COMPOSITE BENCHMARK
This Mutual Fund (YTD)
+7.67%
Peer Avg (YTD)
+6.99%
vs Peers
+0.68%

JPTKX Mutual Fund Performance

JPTKX performance across multiple time periods: 1-month -0.69%, YTD 7.67%, 1-year 16.77%, 3-year 13.53%, 5-year 7.32%, 10-year 9.07%.

JPTKX returns outperform the peer average of 6.99% 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.