JSOAX Mutual Fund

NAV$11.39

Returns Overview

1 Month
+0.28%
3 Months
+0.89%
6 Months
+1.53%
YTD
+1.53%
1 Year
+3.49%
3 Years (annualized)
+4.42%
5 Years (annualized)
+3.11%
10 Years (annualized)
+2.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSOAX 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
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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
ICE BofA 3-Month US Treasury Bill Index
This Mutual Fund (YTD)
+1.53%
Peer Avg (YTD)
+3.23%
vs Peers
-1.69%

JSOAX Mutual Fund Performance

JSOAX performance across multiple time periods: 1-month 0.28%, YTD 1.53%, 1-year 3.49%, 3-year 4.42%, 5-year 3.11%, 10-year 2.91%.

JSOAX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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