JPTLX Mutual Fund

NAV$36.70

Returns Overview

1 Month
+0.17%
3 Months
+9.96%
6 Months
+8.90%
YTD
+8.31%
1 Year
+17.99%
3 Years (annualized)
+14.47%
5 Years (annualized)
+7.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JPTLX 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)
+8.31%
Peer Avg (YTD)
+7.64%
vs Peers
+0.67%

JPTLX Mutual Fund Performance

JPTLX performance across multiple time periods: 1-month 0.17%, YTD 8.31%, 1-year 17.99%, 3-year 14.47%, 5-year 7.30%.

JPTLX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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