JSTIX Mutual Fund

JSTIX Mutual Fund

NAV$5.70
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Returns Overview

1 Month
-2.19%
3 Months
-2.45%
6 Months
-1.19%
YTD
-1.43%
1 Year
-0.64%
3 Years (annualized)
+5.11%
5 Years (annualized)
+1.29%
10 Years (annualized)
+2.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSTIX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-1.43%
Peer Avg (YTD)
+0.50%
vs Peers
-1.93%

JSTIX Mutual Fund Performance

JSTIX performance across multiple time periods: 1-month -2.19%, YTD -1.43%, 1-year -0.64%, 3-year 5.11%, 5-year 1.29%, 10-year 2.48%.

JSTIX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.53%, investors should weigh costs against performance when evaluating this mutual fund.

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