JSLMX Mutual Fund

JSLMX Mutual Fund

NAV$12.85
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Returns Overview

1 Month
+0.23%
3 Months
-0.76%
6 Months
+0.44%
YTD
+3.91%
1 Year
+5.05%
3 Years (annualized)
+11.17%
5 Years (annualized)
+3.63%
10 Years (annualized)
+5.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSLMX 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
Morningstar US Moderately Conservative Target Allocation Index
This Mutual Fund (YTD)
+3.91%
Peer Avg (YTD)
+2.95%
vs Peers
+0.96%

JSLMX Mutual Fund Performance

JSLMX performance across multiple time periods: 1-month 0.23%, YTD 3.91%, 1-year 5.05%, 3-year 11.17%, 5-year 3.63%, 10-year 5.74%.

JSLMX returns outperform the peer average of 2.95% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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