JORSX Mutual Fund

JORSX Mutual Fund

NAV$19.35
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Returns Overview

1 Month
-0.45%
3 Months
+4.54%
6 Months
+14.99%
YTD
+23.50%
1 Year
+24.30%
3 Years (annualized)
+12.10%
5 Years (annualized)
+5.55%
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
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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)
+23.50%
Peer Avg (YTD)
+15.20%
vs Peers
+8.30%

JORSX Mutual Fund Performance

JORSX performance across multiple time periods: 1-month -0.45%, YTD 23.50%, 1-year 24.30%, 3-year 12.10%, 5-year 5.55%, 10-year 10.47%.

JORSX returns outperform the peer average of 15.20% 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.