JTSZX Mutual Fund

NAV$27.65

Returns Overview

1 Month
+0.44%
3 Months
+11.99%
6 Months
+9.55%
YTD
+8.76%
1 Year
+18.33%
3 Years (annualized)
+15.92%
5 Years (annualized)
+8.21%
10 Years (annualized)
+10.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JTSZX 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
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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)
+8.76%
Peer Avg (YTD)
+7.64%
vs Peers
+1.12%

JTSZX Mutual Fund Performance

JTSZX performance across multiple time periods: 1-month 0.44%, YTD 8.76%, 1-year 18.33%, 3-year 15.92%, 5-year 8.21%, 10-year 10.41%.

JTSZX returns outperform the peer average of 7.64% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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