JSATX Mutual Fund

JSATX Mutual Fund

NAV$10.79
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Returns Overview

3 Months
-2.65%
6 Months
+1.59%
YTD
+7.27%
1 Year
+16.06%
3 Years (annualized)
+3.70%
5 Years (annualized)
+4.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSATX 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
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📉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
John Hancock 2060 Preservation Index
This Mutual Fund (YTD)
+7.27%
Peer Avg (YTD)
+4.61%
vs Peers
+2.65%

JSATX Mutual Fund Performance

JSATX performance across multiple time periods: YTD 7.27%, 1-year 16.06%, 3-year 3.70%, 5-year 4.55%.

JSATX returns outperform the peer average of 4.61% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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