JRRSX Mutual Fund

JRRSX Mutual Fund

NAV$10.15
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Returns Overview

3 Months
-2.75%
6 Months
+0.76%
YTD
+6.03%
1 Year
+14.32%
3 Years (annualized)
+3.27%
5 Years (annualized)
+4.51%
10 Years (annualized)
+6.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JRRSX 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)
+6.03%
Peer Avg (YTD)
+4.61%
vs Peers
+1.42%

JRRSX Mutual Fund Performance

JRRSX performance across multiple time periods: YTD 6.03%, 1-year 14.32%, 3-year 3.27%, 5-year 4.51%, 10-year 6.45%.

JRRSX returns outperform the peer average of 4.61% YTD. With an expense ratio of 0.37%, investors should weigh costs against performance when evaluating this mutual fund.

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