JSLAX Mutual Fund

JSLAX Mutual Fund

NAV$16.80
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Returns Overview

1 Month
-1.85%
3 Months
+3.01%
6 Months
+7.46%
YTD
+10.57%
1 Year
+20.82%
3 Years (annualized)
+15.09%
5 Years (annualized)
+7.80%
10 Years (annualized)
+10.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSLAX 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
Morningstar US Aggressive Target Allocation Index(MSUSATAI)
This Mutual Fund (YTD)
+10.57%
Peer Avg (YTD)
+6.57%
vs Peers
+3.99%

JSLAX Mutual Fund Performance

JSLAX performance across multiple time periods: 1-month -1.85%, YTD 10.57%, 1-year 20.82%, 3-year 15.09%, 5-year 7.80%, 10-year 10.81%.

JSLAX returns outperform the peer average of 6.57% YTD. With an expense ratio of 1.27%, investors should weigh costs against performance when evaluating this mutual fund.

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