JTSQX Mutual Fund

JTSQX Mutual Fund

NAV$28.31
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Returns Overview

1 Month
+0.51%
3 Months
+12.15%
6 Months
+9.83%
YTD
+9.06%
1 Year
+18.95%
3 Years (annualized)
+16.50%
5 Years (annualized)
+8.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JTSQX 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
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📉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)
+9.06%
Peer Avg (YTD)
+7.64%
vs Peers
+1.42%

JTSQX Mutual Fund Performance

JTSQX performance across multiple time periods: 1-month 0.51%, YTD 9.06%, 1-year 18.95%, 3-year 16.50%, 5-year 8.76%.

JTSQX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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