JSCOX Mutual Fund

JSCOX Mutual Fund

NAV$25.84
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Returns Overview

1 Month
-5.95%
3 Months
-5.39%
6 Months
+5.43%
YTD
+8.37%
1 Year
+12.11%
3 Years (annualized)
+12.41%
5 Years (annualized)
+7.23%
10 Years (annualized)
+7.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSCOX 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 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+8.37%
Peer Avg (YTD)
+10.34%
vs Peers
-1.97%

JSCOX Mutual Fund Performance

JSCOX performance across multiple time periods: 1-month -5.95%, YTD 8.37%, 1-year 12.11%, 3-year 12.41%, 5-year 7.23%, 10-year 7.80%.

JSCOX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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