JRAAX Mutual Fund

JRAAX Mutual Fund

NAV$96.32
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Returns Overview

1 Month
+2.76%
3 Months
-2.63%
6 Months
+10.82%
YTD
+5.18%
1 Year
+10.11%
3 Years (annualized)
+29.27%
5 Years (annualized)
+18.21%
10 Years (annualized)
+23.43%

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)
+5.18%
Peer Avg (YTD)
+8.51%
vs Peers
-3.33%

JRAAX Mutual Fund Performance

JRAAX performance across multiple time periods: 1-month 2.76%, YTD 5.18%, 1-year 10.11%, 3-year 29.27%, 5-year 18.21%, 10-year 23.43%.

JRAAX returns trail the peer average of 8.51% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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