JSMAX Mutual Fund

NAV$20.76

Returns Overview

1 Month
-0.34%
3 Months
+1.32%
6 Months
+3.23%
YTD
+4.90%
1 Year
+13.11%
3 Years (annualized)
+11.85%
5 Years (annualized)
+5.59%
10 Years (annualized)
+7.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSMAX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
JPM SMARTRETIREMENT 2030 COMPOSITE BENCHMARK
This Mutual Fund (YTD)
+4.90%
Peer Avg (YTD)
+7.64%
vs Peers
-2.74%

JSMAX Mutual Fund Performance

JSMAX performance across multiple time periods: 1-month -0.34%, YTD 4.90%, 1-year 13.11%, 3-year 11.85%, 5-year 5.59%, 10-year 7.97%.

JSMAX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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