JSMLX Mutual Fund

JSMLX Mutual Fund

NAV$25.40
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Returns Overview

1 Month
-0.71%
3 Months
+3.00%
6 Months
+6.31%
YTD
+8.28%
1 Year
+17.18%
3 Years (annualized)
+15.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSMLX 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)
+8.28%
Peer Avg (YTD)
+6.99%
vs Peers
+1.29%

JSMLX Mutual Fund Performance

JSMLX performance across multiple time periods: 1-month -0.71%, YTD 8.28%, 1-year 17.18%, 3-year 15.01%.

JSMLX 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.

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