JRAIX Mutual Fund

JRAIX Mutual Fund

NAV$87.59
See how much of JRAIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-7.40%
3 Months
-2.65%
6 Months
-1.36%
YTD
-0.25%
1 Year
-2.61%
3 Years (annualized)
+22.55%
5 Years (annualized)
+10.09%
10 Years (annualized)
+15.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JRAIX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-0.25%
Peer Avg (YTD)
+5.14%
vs Peers
-5.38%

JRAIX Mutual Fund Performance

JRAIX performance across multiple time periods: 1-month -7.40%, YTD -0.25%, 1-year -2.61%, 3-year 22.55%, 5-year 10.09%, 10-year 15.83%.

JRAIX returns trail the peer average of 5.14% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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