JSORX Mutual Fund

JSORX Mutual Fund

NAV$11.42
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Returns Overview

1 Month
-0.06%
3 Months
+0.64%
6 Months
+1.64%
YTD
+2.38%
1 Year
+3.43%
3 Years (annualized)
+4.73%
5 Years (annualized)
+3.65%
10 Years (annualized)
+3.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSORX 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
ICE BofA 3-Month US Treasury Bill Index
This Mutual Fund (YTD)
+2.38%
Peer Avg (YTD)
+0.50%
vs Peers
+1.88%

JSORX Mutual Fund Performance

JSORX performance across multiple time periods: 1-month -0.06%, YTD 2.38%, 1-year 3.43%, 3-year 4.73%, 5-year 3.65%, 10-year 3.11%.

JSORX returns outperform the peer average of 0.50% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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