JRACX Mutual Fund

JRACX Mutual Fund

NAV$80.06
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Returns Overview

1 Month
+2.20%
3 Months
-0.48%
6 Months
+20.08%
YTD
+7.09%
1 Year
+7.80%
3 Years (annualized)
+21.02%
5 Years (annualized)
+10.67%
10 Years (annualized)
+15.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JRACX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.09%
Peer Avg (YTD)
+8.68%
vs Peers
-1.59%

JRACX Mutual Fund Performance

JRACX performance across multiple time periods: 1-month 2.20%, YTD 7.09%, 1-year 7.80%, 3-year 21.02%, 5-year 10.67%, 10-year 15.04%.

JRACX returns trail the peer average of 8.68% YTD. With an expense ratio of 1.79%, investors should weigh costs against performance when evaluating this mutual fund.

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