JTOIX Mutual Fund

NAV$12.55

Returns Overview

1 Month
+0.23%
3 Months
+4.35%
6 Months
+3.65%
YTD
+3.48%
1 Year
+8.16%
3 Years (annualized)
+7.87%
5 Years (annualized)
+3.10%
10 Years (annualized)
+4.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JTOIX 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
Morningstar US Conservative Target Allocation Index(MSTARUSCTAI)
This Mutual Fund (YTD)
+3.48%
Peer Avg (YTD)
+4.14%
vs Peers
-0.66%

JTOIX Mutual Fund Performance

JTOIX performance across multiple time periods: 1-month 0.23%, YTD 3.48%, 1-year 8.16%, 3-year 7.87%, 5-year 3.10%, 10-year 4.43%.

JTOIX returns trail the peer average of 4.14% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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