JRAIX Mutual Fund

JRAIX Mutual Fund

NAV$97.43
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Returns Overview

1 Month
+2.29%
3 Months
-0.25%
6 Months
+20.57%
YTD
+7.72%
1 Year
+8.68%
3 Years (annualized)
+22.07%
5 Years (annualized)
+11.70%
10 Years (annualized)
+16.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JRAIX 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)
+7.72%
Peer Avg (YTD)
+8.68%
vs Peers
-0.96%

JRAIX Mutual Fund Performance

JRAIX performance across multiple time periods: 1-month 2.29%, YTD 7.72%, 1-year 8.68%, 3-year 22.07%, 5-year 11.70%, 10-year 16.12%.

JRAIX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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