JRSSX Mutual Fund

NAV$13.37

Returns Overview

1 Month
-1.74%
3 Months
+11.21%
6 Months
+6.04%
YTD
+5.78%
1 Year
+15.30%
3 Years (annualized)
+14.18%
5 Years (annualized)
+8.91%
10 Years (annualized)
+10.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JRSSX 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)
+5.78%
Peer Avg (YTD)
+9.51%
vs Peers
-3.73%

JRSSX Mutual Fund Performance

JRSSX performance across multiple time periods: 1-month -1.74%, YTD 5.78%, 1-year 15.30%, 3-year 14.18%, 5-year 8.91%, 10-year 10.25%.

JRSSX returns trail the peer average of 9.51% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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