JSRAX Mutual Fund

JSRAX Mutual Fund

NAV$16.92
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Returns Overview

1 Month
-2.21%
3 Months
-2.04%
6 Months
+3.64%
YTD
+2.50%
1 Year
+4.41%
3 Years (annualized)
+9.97%
5 Years (annualized)
+4.11%
10 Years (annualized)
+5.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSRAX 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 Target Date Retirement Income Index(^SPTGRI:SP)
This Mutual Fund (YTD)
+2.50%
Peer Avg (YTD)
+7.09%
vs Peers
-4.59%

JSRAX Mutual Fund Performance

JSRAX performance across multiple time periods: 1-month -2.21%, YTD 2.50%, 1-year 4.41%, 3-year 9.97%, 5-year 4.11%, 10-year 5.34%.

JSRAX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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