JRSAX Mutual Fund

JRSAX Mutual Fund

NAV$13.24
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Returns Overview

1 Month
-1.15%
3 Months
-0.08%
6 Months
+11.17%
YTD
+5.81%
1 Year
+7.41%
3 Years (annualized)
+15.99%
5 Years (annualized)
+8.44%
10 Years (annualized)
+11.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JRSAX 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 1000 Index(^RUI)
This Mutual Fund (YTD)
+5.81%
Peer Avg (YTD)
+9.98%
vs Peers
-4.18%

JRSAX Mutual Fund Performance

JRSAX performance across multiple time periods: 1-month -1.15%, YTD 5.81%, 1-year 7.41%, 3-year 15.99%, 5-year 8.44%, 10-year 11.00%.

JRSAX returns trail the peer average of 9.98% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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