JRAIX Mutual Fund

NAV$96.75

Returns Overview

1 Month
-0.10%
3 Months
+20.87%
6 Months
+7.97%
YTD
+7.99%
1 Year
+17.31%
3 Years (annualized)
+24.26%
5 Years (annualized)
+13.29%
10 Years (annualized)
+15.75%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.99%
Peer Avg (YTD)
+8.97%
vs Peers
-0.98%

JRAIX Mutual Fund Performance

JRAIX performance across multiple time periods: 1-month -0.10%, YTD 7.99%, 1-year 17.31%, 3-year 24.26%, 5-year 13.29%, 10-year 15.75%.

JRAIX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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