JTSIX Mutual Fund

JTSIX Mutual Fund

NAV$27.43
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Returns Overview

1 Month
-1.12%
3 Months
-1.12%
6 Months
+1.86%
YTD
+7.16%
1 Year
+9.04%
3 Years (annualized)
+18.50%
5 Years (annualized)
+7.78%
10 Years (annualized)
+10.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JTSIX 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 2050 COMPOSITE BENCHMARK
This Mutual Fund (YTD)
+7.16%
Peer Avg (YTD)
+14.77%
vs Peers
-7.61%

JTSIX Mutual Fund Performance

JTSIX performance across multiple time periods: 1-month -1.12%, YTD 7.16%, 1-year 9.04%, 3-year 18.50%, 5-year 7.78%, 10-year 10.62%.

JTSIX returns trail the peer average of 14.77% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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