JSAIX Mutual Fund

JSAIX Mutual Fund

NAV$26.88
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Returns Overview

1 Month
-0.71%
3 Months
+2.76%
6 Months
+5.90%
YTD
+7.76%
1 Year
+16.56%
3 Years (annualized)
+14.67%
5 Years (annualized)
+8.30%
10 Years (annualized)
+10.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSAIX 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 2045 COMPOSITE BENCHMARK
This Mutual Fund (YTD)
+7.76%
Peer Avg (YTD)
+6.99%
vs Peers
+0.76%

JSAIX Mutual Fund Performance

JSAIX performance across multiple time periods: 1-month -0.71%, YTD 7.76%, 1-year 16.56%, 3-year 14.67%, 5-year 8.30%, 10-year 10.46%.

JSAIX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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