JSSRX Mutual Fund

NAV$20.42

Returns Overview

1 Month
-1.48%
3 Months
+1.23%
6 Months
-3.87%
YTD
+1.28%
1 Year
+2.79%
3 Years (annualized)
+2.51%
5 Years (annualized)
+5.71%
10 Years (annualized)
+4.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSSRX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
JPM SMARTRETIREMENT BLEND 2020 COMPOSITE BENCHMARK
This Mutual Fund (YTD)
+1.28%
Peer Avg (YTD)
+0.21%
vs Peers
+1.06%

JSSRX Mutual Fund Performance

JSSRX performance across multiple time periods: 1-month -1.48%, YTD 1.28%, 1-year 2.79%, 3-year 2.51%, 5-year 5.71%, 10-year 4.31%.

JSSRX returns outperform the peer average of 0.21% YTD. With an expense ratio of 0.42%, investors should weigh costs against performance when evaluating this mutual fund.

JSSRX performance comparison shows side-by-side returns with another fund. JSSRX alternatives are available in the Mutual Fund Screener.