JSBZX Mutual Fund

JSBZX Mutual Fund

NAV$26.98
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Returns Overview

1 Month
-0.60%
3 Months
+3.54%
6 Months
+7.65%
YTD
+10.12%
1 Year
+20.79%
3 Years (annualized)
+15.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSBZX 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
S&P Target Date 2065+ Index(SPTGT65T)
This Mutual Fund (YTD)
+10.12%
Peer Avg (YTD)
+6.99%
vs Peers
+3.13%

JSBZX Mutual Fund Performance

JSBZX performance across multiple time periods: 1-month -0.60%, YTD 10.12%, 1-year 20.79%, 3-year 15.60%.

JSBZX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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