JSMCX Mutual Fund

JSMCX Mutual Fund

NAV$20.80
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Returns Overview

1 Month
-0.83%
3 Months
+1.24%
6 Months
+3.18%
YTD
+4.55%
1 Year
+10.98%
3 Years (annualized)
+10.23%
5 Years (annualized)
+4.70%
10 Years (annualized)
+6.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSMCX 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
JPM SMARTRETIREMENT 2030 COMPOSITE BENCHMARK
This Mutual Fund (YTD)
+4.55%
Peer Avg (YTD)
+6.99%
vs Peers
-2.44%

JSMCX Mutual Fund Performance

JSMCX performance across multiple time periods: 1-month -0.83%, YTD 4.55%, 1-year 10.98%, 3-year 10.23%, 5-year 4.70%, 10-year 6.91%.

JSMCX returns trail the peer average of 6.99% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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