JRASX Mutual Fund

JRASX Mutual Fund

NAV$91.73
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Returns Overview

1 Month
+2.26%
3 Months
-0.35%
6 Months
+20.34%
YTD
+7.41%
1 Year
+8.27%
3 Years (annualized)
+21.56%
5 Years (annualized)
+11.23%
10 Years (annualized)
+15.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JRASX 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)
+7.41%
Peer Avg (YTD)
+8.68%
vs Peers
-1.27%

JRASX Mutual Fund Performance

JRASX performance across multiple time periods: 1-month 2.26%, YTD 7.41%, 1-year 8.27%, 3-year 21.56%, 5-year 11.23%, 10-year 15.64%.

JRASX returns trail the peer average of 8.68% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

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