JSIZX Mutual Fund

NAV$17.11

Returns Overview

1 Month
+0.12%
3 Months
+5.63%
6 Months
+4.66%
YTD
+4.34%
1 Year
+10.25%
3 Years (annualized)
+9.42%
5 Years (annualized)
+3.92%
10 Years (annualized)
+5.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSIZX 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
S&P Target Date Retirement Income Index(^SPTGRI:SP)
This Mutual Fund (YTD)
+4.34%
Peer Avg (YTD)
+7.64%
vs Peers
-3.30%

JSIZX Mutual Fund Performance

JSIZX performance across multiple time periods: 1-month 0.12%, YTD 4.34%, 1-year 10.25%, 3-year 9.42%, 5-year 3.92%, 10-year 5.17%.

JSIZX returns trail the peer average of 7.64% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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