JSPMX Mutual Fund

JSPMX Mutual Fund

NAV$14.14
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Returns Overview

1 Month
+1.62%
3 Months
+0.91%
6 Months
+5.09%
YTD
+7.67%
1 Year
+13.09%
3 Years (annualized)
+12.76%
5 Years (annualized)
+4.46%
10 Years (annualized)
+6.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSPMX 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 Moderate Allocation Index
This Mutual Fund (YTD)
+7.67%
Peer Avg (YTD)
+6.28%
vs Peers
+1.38%

JSPMX Mutual Fund Performance

JSPMX performance across multiple time periods: 1-month 1.62%, YTD 7.67%, 1-year 13.09%, 3-year 12.76%, 5-year 4.46%, 10-year 6.61%.

JSPMX returns outperform the peer average of 6.28% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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