JSPMX Mutual Fund

JSPMX Mutual Fund

NAV$14.00
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Returns Overview

1 Month
-0.85%
3 Months
-1.48%
6 Months
+1.15%
YTD
+4.39%
1 Year
+6.04%
3 Years (annualized)
+13.98%
5 Years (annualized)
+4.00%
10 Years (annualized)
+6.46%

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)
+4.39%
Peer Avg (YTD)
+5.92%
vs Peers
-1.53%

JSPMX Mutual Fund Performance

JSPMX performance across multiple time periods: 1-month -0.85%, YTD 4.39%, 1-year 6.04%, 3-year 13.98%, 5-year 4.00%, 10-year 6.46%.

JSPMX returns trail the peer average of 5.92% YTD. With an expense ratio of 0.84%, 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.