JSMAX Mutual Fund

JSMAX Mutual Fund

NAV$20.70
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Returns Overview

1 Month
-2.14%
3 Months
-1.67%
6 Months
+5.76%
YTD
+3.94%
1 Year
+6.22%
3 Years (annualized)
+11.99%
5 Years (annualized)
+5.28%
10 Years (annualized)
+7.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSMAX 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
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📉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
JPM SMARTRETIREMENT 2030 COMPOSITE BENCHMARK
This Mutual Fund (YTD)
+3.94%
Peer Avg (YTD)
+7.09%
vs Peers
-3.15%

JSMAX Mutual Fund Performance

JSMAX performance across multiple time periods: 1-month -2.14%, YTD 3.94%, 1-year 6.22%, 3-year 11.99%, 5-year 5.28%, 10-year 7.63%.

JSMAX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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