JSAIX Mutual Fund

JSAIX Mutual Fund

NAV$26.67
See how much of JSAIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.70%
3 Months
+1.51%
6 Months
+6.00%
YTD
+9.59%
1 Year
+15.60%
3 Years (annualized)
+16.35%
5 Years (annualized)
+8.24%
10 Years (annualized)
+10.62%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
JPM SMARTRETIREMENT 2045 COMPOSITE BENCHMARK
This Mutual Fund (YTD)
+9.59%
Peer Avg (YTD)
+8.76%
vs Peers
+0.83%

JSAIX Mutual Fund Performance

JSAIX performance across multiple time periods: 1-month 1.70%, YTD 9.59%, 1-year 15.60%, 3-year 16.35%, 5-year 8.24%, 10-year 10.62%.

JSAIX returns outperform the peer average of 8.76% 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.