JTSIX Mutual Fund

NAV$28.30

Returns Overview

1 Month
+0.50%
3 Months
+12.14%
6 Months
+9.89%
YTD
+9.12%
1 Year
+19.09%
3 Years (annualized)
+16.68%
5 Years (annualized)
+8.91%
10 Years (annualized)
+11.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JTSIX 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 2050 COMPOSITE BENCHMARK
This Mutual Fund (YTD)
+9.12%
Peer Avg (YTD)
+7.64%
vs Peers
+1.48%

JTSIX Mutual Fund Performance

JTSIX performance across multiple time periods: 1-month 0.50%, YTD 9.12%, 1-year 19.09%, 3-year 16.68%, 5-year 8.91%, 10-year 11.12%.

JTSIX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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