JRASX Mutual Fund

JRASX Mutual Fund

NAV$88.67
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Returns Overview

1 Month
-5.15%
3 Months
+1.22%
6 Months
+3.62%
YTD
+2.23%
1 Year
+6.75%
3 Years (annualized)
+20.20%
5 Years (annualized)
+11.16%
10 Years (annualized)
+15.18%

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
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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)
+2.23%
Peer Avg (YTD)
+6.23%
vs Peers
-4.00%

JRASX Mutual Fund Performance

JRASX performance across multiple time periods: 1-month -5.15%, YTD 2.23%, 1-year 6.75%, 3-year 20.20%, 5-year 11.16%, 10-year 15.18%.

JRASX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

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