JSLMX Mutual Fund

JSLMX Mutual Fund

NAV$13.34
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Returns Overview

1 Month
-1.13%
3 Months
+1.21%
6 Months
+3.16%
YTD
+4.71%
1 Year
+10.37%
3 Years (annualized)
+8.47%
5 Years (annualized)
+3.68%
10 Years (annualized)
+5.71%

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)
+4.71%
Peer Avg (YTD)
+3.39%
vs Peers
+1.32%

JSLMX Mutual Fund Performance

JSLMX performance across multiple time periods: 1-month -1.13%, YTD 4.71%, 1-year 10.37%, 3-year 8.47%, 5-year 3.68%, 10-year 5.71%.

JSLMX returns outperform the peer average of 3.39% 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.