JSMKX Mutual Fund

JSMKX Mutual Fund

NAV$24.85
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Returns Overview

1 Month
+1.77%
3 Months
+1.48%
6 Months
+6.29%
YTD
+9.89%
1 Year
+15.70%
3 Years (annualized)
+16.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSMKX 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
S&P Target Date 2065+ Index(SPTGT65T)
This Mutual Fund (YTD)
+9.89%
Peer Avg (YTD)
+8.76%
vs Peers
+1.13%

JSMKX Mutual Fund Performance

JSMKX performance across multiple time periods: 1-month 1.77%, YTD 9.89%, 1-year 15.70%, 3-year 16.13%.

JSMKX returns outperform the peer average of 8.76% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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