JSMZX Mutual Fund

JSMZX Mutual Fund

NAV$20.92
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Returns Overview

1 Month
+0.10%
3 Months
+7.46%
6 Months
+5.98%
YTD
+5.55%
1 Year
+12.75%
3 Years (annualized)
+11.49%
5 Years (annualized)
+5.25%
10 Years (annualized)
+7.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSMZX 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)
+5.55%
Peer Avg (YTD)
+7.64%
vs Peers
-2.09%

JSMZX Mutual Fund Performance

JSMZX performance across multiple time periods: 1-month 0.10%, YTD 5.55%, 1-year 12.75%, 3-year 11.49%, 5-year 5.25%, 10-year 7.61%.

JSMZX returns trail the peer average of 7.64% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

JSMZX performance comparison shows side-by-side returns with another fund. JSMZX alternatives are available in the Mutual Fund Screener.