JSPIX Mutual Fund

JSPIX Mutual Fund

NAV$13.47
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Returns Overview

1 Month
+5.49%
3 Months
+7.01%
6 Months
+27.30%
YTD
+25.47%
1 Year
+29.94%
3 Years (annualized)
+32.32%
5 Years (annualized)
+15.10%
10 Years (annualized)
+7.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSPIX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+25.47%
Peer Avg (YTD)
+17.27%
vs Peers
+8.20%

JSPIX Mutual Fund Performance

JSPIX performance across multiple time periods: 1-month 5.49%, YTD 25.47%, 1-year 29.94%, 3-year 32.32%, 5-year 15.10%, 10-year 7.40%.

JSPIX returns outperform the peer average of 17.27% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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