JRJKX Mutual Fund

JRJKX Mutual Fund

NAV$6.52
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Returns Overview

1 Month
+0.21%
3 Months
+2.26%
6 Months
+2.17%
YTD
+2.17%
1 Year
+6.09%
3 Years (annualized)
+8.74%
5 Years (annualized)
+3.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JRJKX 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
ICE BofA US High Yield Constrained Index(ICEBOFAUHYCI)
This Mutual Fund (YTD)
+2.17%
Peer Avg (YTD)
+3.23%
vs Peers
-1.05%

JRJKX Mutual Fund Performance

JRJKX performance across multiple time periods: 1-month 0.21%, YTD 2.17%, 1-year 6.09%, 3-year 8.74%, 5-year 3.97%.

JRJKX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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