JRROX Mutual Fund

JRROX Mutual Fund

NAV$10.57
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Returns Overview

1 Month
+2.14%
3 Months
+4.70%
6 Months
+4.60%
YTD
+11.23%
1 Year
+5.61%
3 Years (annualized)
+4.34%
5 Years (annualized)
+3.00%
10 Years (annualized)
+5.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JRROX 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 Target Date To 2030 Index(SPTGT30T)
This Mutual Fund (YTD)
+11.23%
Peer Avg (YTD)
+10.49%
vs Peers
+0.74%

JRROX Mutual Fund Performance

JRROX performance across multiple time periods: 1-month 2.14%, YTD 11.23%, 1-year 5.61%, 3-year 4.34%, 5-year 3.00%, 10-year 5.36%.

JRROX returns outperform the peer average of 10.49% YTD. With an expense ratio of 0.41%, investors should weigh costs against performance when evaluating this mutual fund.

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