JRAIX Mutual Fund

JRAIX Mutual Fund

NAV$99.57
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Returns Overview

1 Month
+2.78%
3 Months
-2.58%
6 Months
+10.95%
YTD
+5.31%
1 Year
+10.33%
3 Years (annualized)
+22.07%
5 Years (annualized)
+11.70%
10 Years (annualized)
+16.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JRAIX 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)
+5.31%
Peer Avg (YTD)
+8.51%
vs Peers
-3.20%

JRAIX Mutual Fund Performance

JRAIX performance across multiple time periods: 1-month 2.78%, YTD 5.31%, 1-year 10.33%, 3-year 22.07%, 5-year 11.70%, 10-year 16.12%.

JRAIX returns trail the peer average of 8.51% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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