JASOX Mutual Fund

JASOX Mutual Fund

NAV$19.71
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Returns Overview

1 Month
+0.24%
3 Months
+8.97%
6 Months
-7.78%
YTD
-3.41%
1 Year
+0.51%
3 Years (annualized)
+8.79%
5 Years (annualized)
+11.54%
10 Years (annualized)
+8.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JASOX 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)
-3.41%
Peer Avg (YTD)
-0.91%
vs Peers
-2.51%

JASOX Mutual Fund Performance

JASOX performance across multiple time periods: 1-month 0.24%, YTD -3.41%, 1-year 0.51%, 3-year 8.79%, 5-year 11.54%, 10-year 8.61%.

JASOX returns trail the peer average of -0.91% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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