JTSQX Mutual Fund

JTSQX Mutual Fund

NAV$27.23
See how much of JTSQX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.13%
3 Months
-1.16%
6 Months
+1.76%
YTD
+7.01%
1 Year
+8.85%
3 Years (annualized)
+18.32%
5 Years (annualized)
+7.61%
10 Years (annualized)
+10.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JTSQX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
JPM SMARTRETIREMENT 2050 COMPOSITE BENCHMARK
This Mutual Fund (YTD)
+7.01%
Peer Avg (YTD)
+6.71%
vs Peers
+0.30%

JTSQX Mutual Fund Performance

JTSQX performance across multiple time periods: 1-month -1.13%, YTD 7.01%, 1-year 8.85%, 3-year 18.32%, 5-year 7.61%, 10-year 10.46%.

JTSQX returns outperform the peer average of 6.71% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

JTSQX vs another fund shows side-by-side returns. JTSQX alternatives are available in the Mutual Fund Screener.