JTSBX Mutual Fund

JTSBX Mutual Fund

NAV$15.03
See how much of JTSBX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.34%
3 Months
+1.96%
6 Months
+4.87%
YTD
+6.99%
1 Year
+14.36%
3 Years (annualized)
+10.46%
5 Years (annualized)
+4.98%
10 Years (annualized)
+7.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JTSBX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Morningstar US Moderate Target Allocation Index
This Mutual Fund (YTD)
+6.99%
Peer Avg (YTD)
+5.54%
vs Peers
+1.46%

JTSBX Mutual Fund Performance

JTSBX performance across multiple time periods: 1-month -1.34%, YTD 6.99%, 1-year 14.36%, 3-year 10.46%, 5-year 4.98%, 10-year 7.69%.

JTSBX returns outperform the peer average of 5.54% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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