JRASX Mutual Fund

NAV$91.15

Returns Overview

1 Month
-0.13%
3 Months
+20.76%
6 Months
+7.76%
YTD
+7.79%
1 Year
+16.85%
3 Years (annualized)
+23.75%
5 Years (annualized)
+12.82%
10 Years (annualized)
+16.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JRASX 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)
+7.79%
Peer Avg (YTD)
+8.97%
vs Peers
-1.18%

JRASX Mutual Fund Performance

JRASX performance across multiple time periods: 1-month -0.13%, YTD 7.79%, 1-year 16.85%, 3-year 23.75%, 5-year 12.82%, 10-year 16.40%.

JRASX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

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