JSLAX Mutual Fund

JSLAX Mutual Fund

NAV$16.57
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Returns Overview

1 Month
-2.32%
3 Months
-1.97%
6 Months
+12.86%
YTD
+10.43%
1 Year
+14.11%
3 Years (annualized)
+17.17%
5 Years (annualized)
+7.85%
10 Years (annualized)
+10.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSLAX 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
Morningstar US Aggressive Target Allocation Index(MSUSATAI)
This Mutual Fund (YTD)
+10.43%
Peer Avg (YTD)
+6.10%
vs Peers
+4.33%

JSLAX Mutual Fund Performance

JSLAX performance across multiple time periods: 1-month -2.32%, YTD 10.43%, 1-year 14.11%, 3-year 17.17%, 5-year 7.85%, 10-year 10.98%.

JSLAX returns outperform the peer average of 6.10% YTD. With an expense ratio of 1.27%, investors should weigh costs against performance when evaluating this mutual fund.

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