CSJRX Mutual Fund

NAV$75.32

Returns Overview

1 Month
+0.69%
3 Months
+9.92%
6 Months
+13.67%
YTD
+13.48%
1 Year
+11.65%
3 Years (annualized)
+9.54%
5 Years (annualized)
+5.39%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+13.48%
Peer Avg (YTD)
+11.24%
vs Peers
+2.23%

CSJRX Mutual Fund Performance

CSJRX performance across multiple time periods: 1-month 0.69%, YTD 13.48%, 1-year 11.65%, 3-year 9.54%, 5-year 5.39%.

CSJRX returns outperform the peer average of 11.24% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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