JOSSX Mutual Fund

JOSSX Mutual Fund

NAV$57.84
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Returns Overview

1 Month
-4.55%
3 Months
-0.56%
6 Months
+10.34%
YTD
+8.89%
1 Year
+16.11%
3 Years (annualized)
+10.92%
5 Years (annualized)
+7.24%
10 Years (annualized)
+10.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JOSSX 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 2500 Total Return Index(RTTI)
This Mutual Fund (YTD)
+8.89%
Peer Avg (YTD)
+6.72%
vs Peers
+2.17%

JOSSX Mutual Fund Performance

JOSSX performance across multiple time periods: 1-month -4.55%, YTD 8.89%, 1-year 16.11%, 3-year 10.92%, 5-year 7.24%, 10-year 10.16%.

JOSSX returns outperform the peer average of 6.72% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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