JSMSX Mutual Fund

NAV$20.87

Returns Overview

1 Month
+0.19%
3 Months
+7.63%
6 Months
+6.27%
YTD
+5.84%
1 Year
+13.30%
3 Years (annualized)
+12.07%
5 Years (annualized)
+5.78%
10 Years (annualized)
+8.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSMSX 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)
+5.84%
Peer Avg (YTD)
+7.64%
vs Peers
-1.80%

JSMSX Mutual Fund Performance

JSMSX performance across multiple time periods: 1-month 0.19%, YTD 5.84%, 1-year 13.30%, 3-year 12.07%, 5-year 5.78%, 10-year 8.15%.

JSMSX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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