JSIIX Mutual Fund

JSIIX Mutual Fund

NAV$17.05
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Returns Overview

1 Month
-2.19%
3 Months
-1.97%
6 Months
+3.74%
YTD
+2.67%
1 Year
+4.62%
3 Years (annualized)
+10.22%
5 Years (annualized)
+4.36%
10 Years (annualized)
+5.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSIIX 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
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🏦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
S&P Target Date Retirement Income Index(^SPTGRI:SP)
This Mutual Fund (YTD)
+2.67%
Peer Avg (YTD)
+7.09%
vs Peers
-4.42%

JSIIX Mutual Fund Performance

JSIIX performance across multiple time periods: 1-month -2.19%, YTD 2.67%, 1-year 4.62%, 3-year 10.22%, 5-year 4.36%, 10-year 5.58%.

JSIIX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this mutual fund.

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