JRAAX Mutual Fund

JRAAX Mutual Fund

NAV$94.81
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Returns Overview

1 Month
-0.12%
3 Months
+20.81%
6 Months
+7.87%
YTD
+7.89%
1 Year
+17.07%
3 Years (annualized)
+25.20%
5 Years (annualized)
+16.37%
10 Years (annualized)
+18.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JRAAX 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)
+7.89%
Peer Avg (YTD)
+8.97%
vs Peers
-1.08%

JRAAX Mutual Fund Performance

JRAAX performance across multiple time periods: 1-month -0.12%, YTD 7.89%, 1-year 17.07%, 3-year 25.20%, 5-year 16.37%, 10-year 18.65%.

JRAAX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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