JTTZX Mutual Fund

JTTZX Mutual Fund

NAV$15.49

Returns Overview

1 Month
+0.72%
3 Months
-1.23%
6 Months
-0.96%
YTD
+1.38%
1 Year
+5.34%
3 Years (annualized)
+4.79%
5 Years (annualized)
+4.32%
10 Years (annualized)
+2.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JTTZX 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 2020 COMPOSITE BENCHMARK
This Mutual Fund (YTD)
+1.38%
Peer Avg (YTD)
+3.58%
vs Peers
-2.20%

JTTZX Mutual Fund Performance

JTTZX performance across multiple time periods: 1-month 0.72%, YTD 1.38%, 1-year 5.34%, 3-year 4.79%, 5-year 4.32%, 10-year 2.71%.

JTTZX returns trail the peer average of 3.58% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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