JSIIX Mutual Fund

NAV$17.24

Returns Overview

1 Month
+0.17%
3 Months
+5.82%
6 Months
+4.98%
YTD
+4.73%
1 Year
+10.96%
3 Years (annualized)
+10.13%
5 Years (annualized)
+4.60%
10 Years (annualized)
+5.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSIIX 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
S&P Target Date Retirement Income Index(^SPTGRI:SP)
This Mutual Fund (YTD)
+4.73%
Peer Avg (YTD)
+7.64%
vs Peers
-2.91%

JSIIX Mutual Fund Performance

JSIIX performance across multiple time periods: 1-month 0.17%, YTD 4.73%, 1-year 10.96%, 3-year 10.13%, 5-year 4.60%, 10-year 5.84%.

JSIIX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this mutual fund.

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