JTSQX Mutual Fund

JTSQX Mutual Fund

NAV$28.11
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Returns Overview

1 Month
-0.72%
3 Months
+2.96%
6 Months
+6.26%
YTD
+8.27%
1 Year
+17.28%
3 Years (annualized)
+15.07%
5 Years (annualized)
+8.50%
10 Years (annualized)
+10.47%

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
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)
+8.27%
Peer Avg (YTD)
+6.99%
vs Peers
+1.28%

JTSQX Mutual Fund Performance

JTSQX performance across multiple time periods: 1-month -0.72%, YTD 8.27%, 1-year 17.28%, 3-year 15.07%, 5-year 8.50%, 10-year 10.47%.

JTSQX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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