JSIYX Mutual Fund

JSIYX Mutual Fund

NAV$17.05
See how much of JSIYX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.14%
3 Months
-1.91%
6 Months
+3.86%
YTD
+2.73%
1 Year
+4.77%
3 Years (annualized)
+10.33%
5 Years (annualized)
+4.46%
10 Years (annualized)
+5.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSIYX 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 Retirement Income Index(^SPTGRI:SP)
This Mutual Fund (YTD)
+2.73%
Peer Avg (YTD)
+7.09%
vs Peers
-4.36%

JSIYX Mutual Fund Performance

JSIYX performance across multiple time periods: 1-month -2.14%, YTD 2.73%, 1-year 4.77%, 3-year 10.33%, 5-year 4.46%, 10-year 5.68%.

JSIYX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.34%, investors should weigh costs against performance when evaluating this mutual fund.

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