JRARX Mutual Fund

JRARX Mutual Fund

NAV$88.86
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Returns Overview

1 Month
-5.17%
3 Months
+1.16%
6 Months
+3.50%
YTD
+2.10%
1 Year
+6.50%
3 Years (annualized)
+19.94%
5 Years (annualized)
+10.91%
10 Years (annualized)
+14.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JRARX 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)
+2.10%
Peer Avg (YTD)
+6.23%
vs Peers
-4.14%

JRARX Mutual Fund Performance

JRARX performance across multiple time periods: 1-month -5.17%, YTD 2.10%, 1-year 6.50%, 3-year 19.94%, 5-year 10.91%, 10-year 14.91%.

JRARX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.48%, investors should weigh costs against performance when evaluating this mutual fund.

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