JRSIX Mutual Fund

JRSIX Mutual Fund

NAV$13.26
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Returns Overview

1 Month
+0.77%
3 Months
-0.61%
6 Months
+6.76%
YTD
+7.20%
1 Year
+13.02%
3 Years (annualized)
+22.64%
5 Years (annualized)
+17.66%
10 Years (annualized)
+19.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JRSIX 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)
+7.20%
Peer Avg (YTD)
+11.21%
vs Peers
-4.02%

JRSIX Mutual Fund Performance

JRSIX performance across multiple time periods: 1-month 0.77%, YTD 7.20%, 1-year 13.02%, 3-year 22.64%, 5-year 17.66%, 10-year 19.12%.

JRSIX returns trail the peer average of 11.21% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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