CSJRX Mutual Fund

CSJRX Mutual Fund

NAV$75.55
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Returns Overview

1 Month
+2.66%
3 Months
+3.07%
6 Months
+14.45%
YTD
+16.50%
1 Year
+16.01%
3 Years (annualized)
+9.85%
5 Years (annualized)
+3.57%
10 Years (annualized)
+6.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSJRX 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 500 Index(SPX)
This Mutual Fund (YTD)
+16.50%
Peer Avg (YTD)
+12.53%
vs Peers
+3.97%

CSJRX Mutual Fund Performance

CSJRX performance across multiple time periods: 1-month 2.66%, YTD 16.50%, 1-year 16.01%, 3-year 9.85%, 5-year 3.57%, 10-year 6.08%.

CSJRX returns outperform the peer average of 12.53% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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