JSMNX Mutual Fund

JSMNX Mutual Fund

NAV$21.10
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Returns Overview

1 Month
-0.77%
3 Months
+1.37%
6 Months
+3.44%
YTD
+4.85%
1 Year
+11.57%
3 Years (annualized)
+10.78%
5 Years (annualized)
+5.22%
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
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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)
+4.85%
Peer Avg (YTD)
+6.99%
vs Peers
-2.14%

JSMNX Mutual Fund Performance

JSMNX performance across multiple time periods: 1-month -0.77%, YTD 4.85%, 1-year 11.57%, 3-year 10.78%, 5-year 5.22%, 10-year 7.45%.

JSMNX returns trail the peer average of 6.99% 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.