JORSX Mutual Fund

JORSX Mutual Fund

NAV$20.34
See how much of JORSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.64%
3 Months
+9.77%
6 Months
+18.71%
YTD
+24.06%
1 Year
+30.35%
3 Years (annualized)
+10.19%
5 Years (annualized)
+5.80%
10 Years (annualized)
+10.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JORSX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+24.06%
Peer Avg (YTD)
+15.31%
vs Peers
+8.75%

JORSX Mutual Fund Performance

JORSX performance across multiple time periods: 1-month -3.64%, YTD 24.06%, 1-year 30.35%, 3-year 10.19%, 5-year 5.80%, 10-year 10.47%.

JORSX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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