JSPMX Mutual Fund

JSPMX Mutual Fund

NAV$14.49
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Returns Overview

1 Month
-1.59%
3 Months
+2.67%
6 Months
+4.33%
YTD
+5.96%
1 Year
+13.47%
3 Years (annualized)
+11.21%
5 Years (annualized)
+4.33%
10 Years (annualized)
+6.40%

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)
+5.96%
Peer Avg (YTD)
+5.54%
vs Peers
+0.42%

JSPMX Mutual Fund Performance

JSPMX performance across multiple time periods: 1-month -1.59%, YTD 5.96%, 1-year 13.47%, 3-year 11.21%, 5-year 4.33%, 10-year 6.40%.

JSPMX returns outperform the peer average of 5.54% 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.