JTTQX Mutual Fund

JTTQX Mutual Fund

NAV$15.55
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Returns Overview

1 Month
+0.71%
3 Months
-1.23%
6 Months
-0.81%
YTD
+1.49%
1 Year
+5.77%
3 Years (annualized)
+5.29%
5 Years (annualized)
+4.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JTTQX 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 2020 COMPOSITE BENCHMARK
This Mutual Fund (YTD)
+1.49%
Peer Avg (YTD)
+3.58%
vs Peers
-2.09%

JTTQX Mutual Fund Performance

JTTQX performance across multiple time periods: 1-month 0.71%, YTD 1.49%, 1-year 5.77%, 3-year 5.29%, 5-year 4.82%.

JTTQX returns trail the peer average of 3.58% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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