JRSIX Mutual Fund

NAV$13.17

Returns Overview

1 Month
-1.74%
3 Months
+11.24%
6 Months
+6.23%
YTD
+5.97%
1 Year
+15.81%
3 Years (annualized)
+14.60%
5 Years (annualized)
+9.34%
10 Years (annualized)
+10.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JRSIX 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)
+5.97%
Peer Avg (YTD)
+9.51%
vs Peers
-3.54%

JRSIX Mutual Fund Performance

JRSIX performance across multiple time periods: 1-month -1.74%, YTD 5.97%, 1-year 15.81%, 3-year 14.60%, 5-year 9.34%, 10-year 10.66%.

JRSIX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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