JPTLX Mutual Fund

JPTLX Mutual Fund

NAV$36.12
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Returns Overview

1 Month
-1.97%
3 Months
-1.05%
6 Months
+8.80%
YTD
+7.18%
1 Year
+10.47%
3 Years (annualized)
+14.76%
5 Years (annualized)
+7.05%
10 Years (annualized)
+8.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JPTLX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
JPM SMARTRETIREMENT BLEND 2035 COMPOSITE BENCHMARK
This Mutual Fund (YTD)
+7.18%
Peer Avg (YTD)
+7.09%
vs Peers
+0.09%

JPTLX Mutual Fund Performance

JPTLX performance across multiple time periods: 1-month -1.97%, YTD 7.18%, 1-year 10.47%, 3-year 14.76%, 5-year 7.05%, 10-year 8.79%.

JPTLX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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