JRSAX Mutual Fund

JRSAX Mutual Fund

NAV$13.12
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Returns Overview

1 Month
+0.39%
3 Months
+1.09%
6 Months
+4.75%
YTD
+6.30%
1 Year
+13.48%
3 Years (annualized)
+14.80%
5 Years (annualized)
+8.23%
10 Years (annualized)
+10.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JRSAX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+6.30%
Peer Avg (YTD)
+9.41%
vs Peers
-3.12%

JRSAX Mutual Fund Performance

JRSAX performance across multiple time periods: 1-month 0.39%, YTD 6.30%, 1-year 13.48%, 3-year 14.80%, 5-year 8.23%, 10-year 10.29%.

JRSAX returns trail the peer average of 9.41% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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