JSERX Mutual Fund

NAV$51.70

Returns Overview

1 Month
+5.18%
3 Months
+16.64%
6 Months
+14.21%
YTD
+13.51%
1 Year
+14.24%
3 Years (annualized)
+7.99%
5 Years (annualized)
+3.20%
10 Years (annualized)
+9.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSERX 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 2000 Index(^RUT)
This Mutual Fund (YTD)
+13.51%
Peer Avg (YTD)
+18.52%
vs Peers
-5.02%

JSERX Mutual Fund Performance

JSERX performance across multiple time periods: 1-month 5.18%, YTD 13.51%, 1-year 14.24%, 3-year 7.99%, 5-year 3.20%, 10-year 9.04%.

JSERX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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