JRSCX Mutual Fund

NAV$12.17

Returns Overview

1 Month
-1.78%
3 Months
+10.98%
6 Months
+5.66%
YTD
+5.48%
1 Year
+14.60%
3 Years (annualized)
+13.40%
5 Years (annualized)
+8.28%
10 Years (annualized)
+9.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JRSCX 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)
+5.48%
Peer Avg (YTD)
+9.51%
vs Peers
-4.03%

JRSCX Mutual Fund Performance

JRSCX performance across multiple time periods: 1-month -1.78%, YTD 5.48%, 1-year 14.60%, 3-year 13.40%, 5-year 8.28%, 10-year 9.63%.

JRSCX returns trail the peer average of 9.51% YTD. With an expense ratio of 1.67%, investors should weigh costs against performance when evaluating this mutual fund.

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