JSMIX Mutual Fund

NAV$20.97

Returns Overview

1 Month
-0.33%
3 Months
+1.40%
6 Months
+3.40%
YTD
+5.11%
1 Year
+13.50%
3 Years (annualized)
+12.23%
5 Years (annualized)
+5.95%
10 Years (annualized)
+8.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSMIX 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)
+5.11%
Peer Avg (YTD)
+7.64%
vs Peers
-2.53%

JSMIX Mutual Fund Performance

JSMIX performance across multiple time periods: 1-month -0.33%, YTD 5.11%, 1-year 13.50%, 3-year 12.23%, 5-year 5.95%, 10-year 8.31%.

JSMIX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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