JSIPX Mutual Fund

JSIPX Mutual Fund

NAV$16.79
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Returns Overview

1 Month
+0.66%
3 Months
-0.65%
6 Months
+0.24%
YTD
+2.99%
1 Year
+3.97%
3 Years (annualized)
+10.94%
5 Years (annualized)
+3.62%
10 Years (annualized)
+5.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSIPX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Target Date Retirement Income Index(^SPTGRI:SP)
This Mutual Fund (YTD)
+2.99%
Peer Avg (YTD)
+6.71%
vs Peers
-3.72%

JSIPX Mutual Fund Performance

JSIPX performance across multiple time periods: 1-month 0.66%, YTD 2.99%, 1-year 3.97%, 3-year 10.94%, 5-year 3.62%, 10-year 5.08%.

JSIPX returns trail the peer average of 6.71% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

JSIPX vs another fund shows side-by-side returns. JSIPX alternatives are available in the Mutual Fund Screener.