JSLAX Mutual Fund

JSLAX Mutual Fund

NAV$16.23
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Returns Overview

1 Month
-1.22%
3 Months
-1.34%
6 Months
+1.63%
YTD
+9.08%
1 Year
+11.31%
3 Years (annualized)
+18.96%
5 Years (annualized)
+6.93%
10 Years (annualized)
+10.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSLAX 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
Morningstar US Aggressive Target Allocation Index(MSUSATAI)
This Mutual Fund (YTD)
+9.08%
Peer Avg (YTD)
+6.38%
vs Peers
+2.70%

JSLAX Mutual Fund Performance

JSLAX performance across multiple time periods: 1-month -1.22%, YTD 9.08%, 1-year 11.31%, 3-year 18.96%, 5-year 6.93%, 10-year 10.72%.

JSLAX returns outperform the peer average of 6.38% YTD. With an expense ratio of 1.27%, investors should weigh costs against performance when evaluating this mutual fund.

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