JSMSX Mutual Fund

JSMSX Mutual Fund

NAV$20.87
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Returns Overview

1 Month
-0.76%
3 Months
+1.46%
6 Months
+3.57%
YTD
+5.03%
1 Year
+11.81%
3 Years (annualized)
+11.06%
5 Years (annualized)
+5.49%
10 Years (annualized)
+7.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSMSX 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
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📉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)
+5.03%
Peer Avg (YTD)
+6.99%
vs Peers
-1.96%

JSMSX Mutual Fund Performance

JSMSX performance across multiple time periods: 1-month -0.76%, YTD 5.03%, 1-year 11.81%, 3-year 11.06%, 5-year 5.49%, 10-year 7.72%.

JSMSX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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