JSBQX Mutual Fund

JSBQX Mutual Fund

NAV$26.82
See how much of JSBQX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.70%
3 Months
-0.11%
6 Months
+13.25%
YTD
+10.93%
1 Year
+15.08%
3 Years (annualized)
+18.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSBQX 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
S&P Target Date 2065+ Index(SPTGT65T)
This Mutual Fund (YTD)
+10.93%
Peer Avg (YTD)
+7.09%
vs Peers
+3.85%

JSBQX Mutual Fund Performance

JSBQX performance across multiple time periods: 1-month -1.70%, YTD 10.93%, 1-year 15.08%, 3-year 18.09%.

JSBQX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.42%, investors should weigh costs against performance when evaluating this mutual fund.

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