JSAZX Mutual Fund

NAV$25.75

Returns Overview

1 Month
+0.46%
3 Months
+11.18%
6 Months
+8.90%
YTD
+8.22%
1 Year
+17.36%
3 Years (annualized)
+15.32%
5 Years (annualized)
+7.86%
10 Years (annualized)
+10.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSAZX 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
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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)
+8.22%
Peer Avg (YTD)
+7.64%
vs Peers
+0.58%

JSAZX Mutual Fund Performance

JSAZX performance across multiple time periods: 1-month 0.46%, YTD 8.22%, 1-year 17.36%, 3-year 15.32%, 5-year 7.86%, 10-year 10.53%.

JSAZX returns outperform the peer average of 7.64% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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