JRAAX Mutual Fund

JRAAX Mutual Fund

NAV$85.78
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Returns Overview

1 Month
-7.40%
3 Months
-2.69%
6 Months
-1.45%
YTD
-0.40%
1 Year
-2.80%
3 Years (annualized)
+22.29%
5 Years (annualized)
+9.86%
10 Years (annualized)
+15.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JRAAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-0.40%
Peer Avg (YTD)
+4.64%
vs Peers
-5.04%

JRAAX Mutual Fund Performance

JRAAX performance across multiple time periods: 1-month -7.40%, YTD -0.40%, 1-year -2.80%, 3-year 22.29%, 5-year 9.86%, 10-year 15.56%.

JRAAX returns trail the peer average of 4.64% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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