JSAQX Mutual Fund

JSAQX Mutual Fund

NAV$26.73
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Returns Overview

1 Month
-0.72%
3 Months
+2.74%
6 Months
+5.80%
YTD
+7.67%
1 Year
+16.38%
3 Years (annualized)
+14.49%
5 Years (annualized)
+8.15%
10 Years (annualized)
+10.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSAQX 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)
+7.67%
Peer Avg (YTD)
+6.99%
vs Peers
+0.67%

JSAQX Mutual Fund Performance

JSAQX performance across multiple time periods: 1-month -0.72%, YTD 7.67%, 1-year 16.38%, 3-year 14.49%, 5-year 8.15%, 10-year 10.31%.

JSAQX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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