JSTKX Mutual Fund

JSTKX Mutual Fund

NAV$20.65
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Returns Overview

1 Month
-1.51%
3 Months
+1.12%
6 Months
-0.81%
YTD
+1.21%
1 Year
+5.89%
3 Years (annualized)
+3.35%
5 Years (annualized)
+6.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSTKX 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
JPM SMARTRETIREMENT BLEND 2020 COMPOSITE BENCHMARK
This Mutual Fund (YTD)
+1.21%
Peer Avg (YTD)
+0.21%
vs Peers
+1.00%

JSTKX Mutual Fund Performance

JSTKX performance across multiple time periods: 1-month -1.51%, YTD 1.21%, 1-year 5.89%, 3-year 3.35%, 5-year 6.22%.

JSTKX returns outperform the peer average of 0.21% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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