JSMNX Mutual Fund

JSMNX Mutual Fund

NAV$20.55
See how much of JSMNX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.25%
3 Months
+0.62%
6 Months
+3.24%
YTD
+6.16%
1 Year
+10.72%
3 Years (annualized)
+11.95%
5 Years (annualized)
+5.21%
10 Years (annualized)
+7.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSMNX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
JPM SMARTRETIREMENT 2030 COMPOSITE BENCHMARK
This Mutual Fund (YTD)
+6.16%
Peer Avg (YTD)
+8.76%
vs Peers
-2.59%

JSMNX Mutual Fund Performance

JSMNX performance across multiple time periods: 1-month 1.25%, YTD 6.16%, 1-year 10.72%, 3-year 11.95%, 5-year 5.21%, 10-year 7.45%.

JSMNX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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