JSMYX Mutual Fund

JSMYX Mutual Fund

NAV$20.84
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Returns Overview

1 Month
+0.29%
3 Months
-0.57%
6 Months
+0.92%
YTD
+4.56%
1 Year
+5.84%
3 Years (annualized)
+13.97%
5 Years (annualized)
+5.25%
10 Years (annualized)
+8.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSMYX 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)
+4.56%
Peer Avg (YTD)
+6.70%
vs Peers
-2.14%

JSMYX Mutual Fund Performance

JSMYX performance across multiple time periods: 1-month 0.29%, YTD 4.56%, 1-year 5.84%, 3-year 13.97%, 5-year 5.25%, 10-year 8.00%.

JSMYX returns trail the peer average of 6.70% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this mutual fund.

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