JRACX Mutual Fund

JRACX Mutual Fund

NAV$77.73
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Returns Overview

1 Month
-5.21%
3 Months
+1.07%
6 Months
+3.38%
YTD
+2.00%
1 Year
+6.25%
3 Years (annualized)
+19.67%
5 Years (annualized)
+10.61%
10 Years (annualized)
+14.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JRACX 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)
+2.00%
Peer Avg (YTD)
+6.23%
vs Peers
-4.24%

JRACX Mutual Fund Performance

JRACX performance across multiple time periods: 1-month -5.21%, YTD 2.00%, 1-year 6.25%, 3-year 19.67%, 5-year 10.61%, 10-year 14.61%.

JRACX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.79%, investors should weigh costs against performance when evaluating this mutual fund.

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