JSCZX Mutual Fund

NAV$19.64

Returns Overview

1 Month
-4.29%
3 Months
+6.68%
6 Months
+9.97%
YTD
+16.49%
1 Year
+39.75%
3 Years (annualized)
+19.56%
5 Years (annualized)
+15.26%
10 Years (annualized)
+16.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSCZX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+16.49%
Peer Avg (YTD)
+18.52%
vs Peers
-2.04%

JSCZX Mutual Fund Performance

JSCZX performance across multiple time periods: 1-month -4.29%, YTD 16.49%, 1-year 39.75%, 3-year 19.56%, 5-year 15.26%, 10-year 16.37%.

JSCZX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.48%, investors should weigh costs against performance when evaluating this mutual fund.

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