JTSBX Mutual Fund

JTSBX Mutual Fund

NAV$14.63
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Returns Overview

1 Month
-2.27%
3 Months
-2.01%
6 Months
+7.74%
YTD
+6.27%
1 Year
+8.91%
3 Years (annualized)
+11.89%
5 Years (annualized)
+5.07%
10 Years (annualized)
+7.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JTSBX 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 Moderate Target Allocation Index
This Mutual Fund (YTD)
+6.27%
Peer Avg (YTD)
+4.96%
vs Peers
+1.31%

JTSBX Mutual Fund Performance

JTSBX performance across multiple time periods: 1-month -2.27%, YTD 6.27%, 1-year 8.91%, 3-year 11.89%, 5-year 5.07%, 10-year 7.80%.

JTSBX returns outperform the peer average of 4.96% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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