JUTPX Mutual Fund

NAV$31.28

Returns Overview

1 Month
-0.41%
3 Months
+1.76%
6 Months
+4.13%
YTD
+6.03%
1 Year
+15.25%
3 Years (annualized)
+12.69%
5 Years (annualized)
+6.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JUTPX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
JPM SMARTRETIREMENT BLEND 2030 COMPOSITE BENCHMARK
This Mutual Fund (YTD)
+6.03%
Peer Avg (YTD)
+7.64%
vs Peers
-1.61%

JUTPX Mutual Fund Performance

JUTPX performance across multiple time periods: 1-month -0.41%, YTD 6.03%, 1-year 15.25%, 3-year 12.69%, 5-year 6.03%.

JUTPX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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