JTSAX Mutual Fund

JTSAX Mutual Fund

NAV$27.59
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Returns Overview

1 Month
-1.79%
3 Months
-0.80%
6 Months
+11.22%
YTD
+8.10%
1 Year
+11.21%
3 Years (annualized)
+16.58%
5 Years (annualized)
+8.24%
10 Years (annualized)
+10.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JTSAX 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
JPM SMARTRETIREMENT 2050 COMPOSITE BENCHMARK
This Mutual Fund (YTD)
+8.10%
Peer Avg (YTD)
+7.09%
vs Peers
+1.01%

JTSAX Mutual Fund Performance

JTSAX performance across multiple time periods: 1-month -1.79%, YTD 8.10%, 1-year 11.21%, 3-year 16.58%, 5-year 8.24%, 10-year 10.44%.

JTSAX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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