JRSDX Mutual Fund

JRSDX Mutual Fund

NAV$12.78
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Returns Overview

1 Month
+0.40%
3 Months
+1.12%
6 Months
+4.80%
YTD
+6.39%
1 Year
+13.69%
3 Years (annualized)
+15.03%
5 Years (annualized)
+8.44%
10 Years (annualized)
+10.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JRSDX 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)
+6.39%
Peer Avg (YTD)
+9.41%
vs Peers
-3.03%

JRSDX Mutual Fund Performance

JRSDX performance across multiple time periods: 1-month 0.40%, YTD 6.39%, 1-year 13.69%, 3-year 15.03%, 5-year 8.44%, 10-year 10.51%.

JRSDX returns trail the peer average of 9.41% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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