JRSTX Mutual Fund

JRSTX Mutual Fund

NAV$12.34
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Returns Overview

1 Month
-0.55%
3 Months
-0.95%
6 Months
+0.16%
YTD
+5.29%
1 Year
+6.33%
3 Years (annualized)
+17.96%
5 Years (annualized)
+8.51%
10 Years (annualized)
+11.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JRSTX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+5.29%
Peer Avg (YTD)
+10.80%
vs Peers
-5.51%

JRSTX Mutual Fund Performance

JRSTX performance across multiple time periods: 1-month -0.55%, YTD 5.29%, 1-year 6.33%, 3-year 17.96%, 5-year 8.51%, 10-year 11.28%.

JRSTX returns trail the peer average of 10.80% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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