JRSAX Mutual Fund

NAV$13.33

Returns Overview

1 Month
-1.75%
3 Months
+11.25%
6 Months
+6.15%
YTD
+5.89%
1 Year
+15.52%
3 Years (annualized)
+14.34%
5 Years (annualized)
+9.07%
10 Years (annualized)
+10.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JRSAX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+5.89%
Peer Avg (YTD)
+9.51%
vs Peers
-3.62%

JRSAX Mutual Fund Performance

JRSAX performance across multiple time periods: 1-month -1.75%, YTD 5.89%, 1-year 15.52%, 3-year 14.34%, 5-year 9.07%, 10-year 10.39%.

JRSAX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

JRSAX performance comparison shows side-by-side returns with another fund. JRSAX alternatives are available in the Mutual Fund Screener.