JNYAX Mutual Fund

JNYAX Mutual Fund

NAV$43.86
See how much of JNYAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.67%
3 Months
-0.02%
6 Months
+13.35%
YTD
+11.15%
1 Year
+15.47%
3 Years (annualized)
+18.64%
5 Years (annualized)
+9.72%
10 Years (annualized)
+11.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JNYAX 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 BLEND 2050 COMPOSITE BENCHMARK
This Mutual Fund (YTD)
+11.15%
Peer Avg (YTD)
+7.09%
vs Peers
+4.06%

JNYAX Mutual Fund Performance

JNYAX performance across multiple time periods: 1-month -1.67%, YTD 11.15%, 1-year 15.47%, 3-year 18.64%, 5-year 9.72%, 10-year 11.22%.

JNYAX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.17%, investors should weigh costs against performance when evaluating this mutual fund.

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