JRRPX Mutual Fund

JRRPX Mutual Fund

NAV$10.27
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Returns Overview

3 Months
-2.75%
6 Months
+0.62%
YTD
+5.82%
1 Year
+14.03%
3 Years (annualized)
+3.02%
5 Years (annualized)
+4.27%
10 Years (annualized)
+6.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JRRPX 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)
+5.82%
Peer Avg (YTD)
+4.61%
vs Peers
+1.21%

JRRPX Mutual Fund Performance

JRRPX performance across multiple time periods: YTD 5.82%, 1-year 14.03%, 3-year 3.02%, 5-year 4.27%, 10-year 6.23%.

JRRPX returns outperform the peer average of 4.61% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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