JSMNX Mutual Fund

NAV$21.11

Returns Overview

1 Month
+0.14%
3 Months
+7.56%
6 Months
+6.14%
YTD
+5.66%
1 Year
+13.01%
3 Years (annualized)
+11.78%
5 Years (annualized)
+5.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSMNX 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
JPM SMARTRETIREMENT 2030 COMPOSITE BENCHMARK
This Mutual Fund (YTD)
+5.66%
Peer Avg (YTD)
+7.64%
vs Peers
-1.98%

JSMNX Mutual Fund Performance

JSMNX performance across multiple time periods: 1-month 0.14%, YTD 5.66%, 1-year 13.01%, 3-year 11.78%, 5-year 5.52%.

JSMNX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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