JSMJX Mutual Fund

JSMJX Mutual Fund

NAV$25.49
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Returns Overview

1 Month
-0.71%
3 Months
+3.00%
6 Months
+6.28%
YTD
+8.26%
1 Year
+17.16%
3 Years (annualized)
+15.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSMJX 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
PROUpgrade to run
🏦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)
+8.26%
Peer Avg (YTD)
+6.99%
vs Peers
+1.27%

JSMJX Mutual Fund Performance

JSMJX performance across multiple time periods: 1-month -0.71%, YTD 8.26%, 1-year 17.16%, 3-year 15.02%.

JSMJX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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