JTSPX Mutual Fund

JTSPX Mutual Fund

NAV$27.41
See how much of JTSPX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.76%
3 Months
+1.50%
6 Months
+6.37%
YTD
+10.00%
1 Year
+16.04%
3 Years (annualized)
+16.52%
5 Years (annualized)
+8.18%
10 Years (annualized)
+10.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JTSPX 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
JPM SMARTRETIREMENT 2050 COMPOSITE BENCHMARK
This Mutual Fund (YTD)
+10.00%
Peer Avg (YTD)
+8.76%
vs Peers
+1.24%

JTSPX Mutual Fund Performance

JTSPX performance across multiple time periods: 1-month 1.76%, YTD 10.00%, 1-year 16.04%, 3-year 16.52%, 5-year 8.18%, 10-year 10.19%.

JTSPX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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