JRASX Mutual Fund

JRASX Mutual Fund

NAV$82.43
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Returns Overview

1 Month
-7.43%
3 Months
-2.74%
6 Months
-1.56%
YTD
-0.57%
1 Year
-2.99%
3 Years (annualized)
+22.05%
5 Years (annualized)
+9.63%
10 Years (annualized)
+15.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JRASX 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)
-0.57%
Peer Avg (YTD)
+5.14%
vs Peers
-5.71%

JRASX Mutual Fund Performance

JRASX performance across multiple time periods: 1-month -7.43%, YTD -0.57%, 1-year -2.99%, 3-year 22.05%, 5-year 9.63%, 10-year 15.35%.

JRASX returns trail the peer average of 5.14% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

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