JPTKX Mutual Fund

NAV$35.80

Returns Overview

1 Month
+0.19%
3 Months
+10.01%
6 Months
+9.04%
YTD
+8.42%
1 Year
+18.30%
3 Years (annualized)
+14.76%
5 Years (annualized)
+7.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JPTKX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
JPM SMARTRETIREMENT BLEND 2035 COMPOSITE BENCHMARK
This Mutual Fund (YTD)
+8.42%
Peer Avg (YTD)
+7.64%
vs Peers
+0.78%

JPTKX Mutual Fund Performance

JPTKX performance across multiple time periods: 1-month 0.19%, YTD 8.42%, 1-year 18.30%, 3-year 14.76%, 5-year 7.57%.

JPTKX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.42%, investors should weigh costs against performance when evaluating this mutual fund.

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