JSPCX Mutual Fund

JSPCX Mutual Fund

NAV$13.53
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Returns Overview

1 Month
-1.48%
3 Months
+1.83%
6 Months
+2.85%
YTD
+4.13%
1 Year
+10.18%
3 Years (annualized)
+8.91%
5 Years (annualized)
+2.52%
10 Years (annualized)
+4.63%

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
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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
Global Conservative Allocation Index
This Mutual Fund (YTD)
+4.13%
Peer Avg (YTD)
+3.39%
vs Peers
+0.75%

JSPCX Mutual Fund Performance

JSPCX performance across multiple time periods: 1-month -1.48%, YTD 4.13%, 1-year 10.18%, 3-year 8.91%, 5-year 2.52%, 10-year 4.63%.

JSPCX returns outperform the peer average of 3.39% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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