JSRSX Mutual Fund

NAV$17.09

Returns Overview

1 Month
+0.17%
3 Months
+5.84%
6 Months
+4.93%
YTD
+4.68%
1 Year
+10.88%
3 Years (annualized)
+9.99%
5 Years (annualized)
+4.47%
10 Years (annualized)
+5.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSRSX 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
S&P Target Date Retirement Income Index(^SPTGRI:SP)
This Mutual Fund (YTD)
+4.68%
Peer Avg (YTD)
+7.64%
vs Peers
-2.96%

JSRSX Mutual Fund Performance

JSRSX performance across multiple time periods: 1-month 0.17%, YTD 4.68%, 1-year 10.88%, 3-year 9.99%, 5-year 4.47%, 10-year 5.73%.

JSRSX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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