JTOIX Mutual Fund

JTOIX Mutual Fund

NAV$12.18
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Returns Overview

1 Month
+0.80%
3 Months
+0.23%
6 Months
-0.08%
YTD
+3.65%
1 Year
+6.31%
3 Years (annualized)
+3.62%
5 Years (annualized)
-2.19%
10 Years (annualized)
-0.41%

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
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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
Morningstar US Conservative Target Allocation Index(MSTARUSCTAI)
This Mutual Fund (YTD)
+3.65%
Peer Avg (YTD)
+3.78%
vs Peers
-0.13%

JTOIX Mutual Fund Performance

JTOIX performance across multiple time periods: 1-month 0.80%, YTD 3.65%, 1-year 6.31%, 3-year 3.62%, 5-year -2.19%, 10-year -0.41%.

JTOIX returns trail the peer average of 3.78% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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