JSPCX Mutual Fund

NAV$13.51

Returns Overview

1 Month
+0.82%
3 Months
+7.63%
6 Months
+6.03%
YTD
+5.69%
1 Year
+12.19%
3 Years (annualized)
+9.98%
5 Years (annualized)
+2.93%
10 Years (annualized)
+5.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSPCX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Global Conservative Allocation Index
This Mutual Fund (YTD)
+5.69%
Peer Avg (YTD)
+4.14%
vs Peers
+1.55%

JSPCX Mutual Fund Performance

JSPCX performance across multiple time periods: 1-month 0.82%, YTD 5.69%, 1-year 12.19%, 3-year 9.98%, 5-year 2.93%, 10-year 5.01%.

JSPCX returns outperform the peer average of 4.14% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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