JNARX Mutual Fund

JNARX Mutual Fund

NAV$42.50
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Returns Overview

1 Month
-0.70%
3 Months
-0.51%
6 Months
+2.73%
YTD
+8.86%
1 Year
+10.78%
3 Years (annualized)
+18.90%
5 Years (annualized)
+7.73%
10 Years (annualized)
+10.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JNARX 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 BLEND 2045 COMPOSITE BENCHMARK
This Mutual Fund (YTD)
+8.86%
Peer Avg (YTD)
+14.77%
vs Peers
-5.91%

JNARX Mutual Fund Performance

JNARX performance across multiple time periods: 1-month -0.70%, YTD 8.86%, 1-year 10.78%, 3-year 18.90%, 5-year 7.73%, 10-year 10.04%.

JNARX returns trail the peer average of 14.77% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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