JSERX Mutual Fund

JSERX Mutual Fund

NAV$47.38
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Returns Overview

1 Month
-6.30%
3 Months
-9.46%
6 Months
+5.61%
YTD
+2.77%
1 Year
+3.61%
3 Years (annualized)
+7.91%
5 Years (annualized)
+2.73%
10 Years (annualized)
+8.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSERX 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 Index(^RUT)
This Mutual Fund (YTD)
+2.77%
Peer Avg (YTD)
+10.34%
vs Peers
-7.57%

JSERX Mutual Fund Performance

JSERX performance across multiple time periods: 1-month -6.30%, YTD 2.77%, 1-year 3.61%, 3-year 7.91%, 5-year 2.73%, 10-year 8.38%.

JSERX returns trail the peer average of 10.34% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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