JSAQX Mutual Fund

NAV$26.52

Returns Overview

1 Month
+0.49%
3 Months
+11.32%
6 Months
+9.21%
YTD
+8.45%
1 Year
+17.96%
3 Years (annualized)
+15.91%
5 Years (annualized)
+8.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSAQX 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 2045 COMPOSITE BENCHMARK
This Mutual Fund (YTD)
+8.45%
Peer Avg (YTD)
+7.64%
vs Peers
+0.81%

JSAQX Mutual Fund Performance

JSAQX performance across multiple time periods: 1-month 0.49%, YTD 8.45%, 1-year 17.96%, 3-year 15.91%, 5-year 8.41%.

JSAQX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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