JSMHX Mutual Fund

NAV$25.34

Returns Overview

1 Month
+0.48%
3 Months
+12.01%
6 Months
+9.41%
YTD
+8.65%
1 Year
+17.93%
3 Years (annualized)
+15.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSMHX 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 2065+ Index(SPTGT65T)
This Mutual Fund (YTD)
+8.65%
Peer Avg (YTD)
+7.64%
vs Peers
+1.01%

JSMHX Mutual Fund Performance

JSMHX performance across multiple time periods: 1-month 0.48%, YTD 8.65%, 1-year 17.93%, 3-year 15.55%.

JSMHX returns outperform the peer average of 7.64% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this mutual fund.

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