JRSSX Mutual Fund

JRSSX Mutual Fund

NAV$13.21
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Returns Overview

1 Month
+0.77%
3 Months
-0.68%
6 Months
+6.48%
YTD
+6.92%
1 Year
+12.62%
3 Years (annualized)
+15.79%
5 Years (annualized)
+8.30%
10 Years (annualized)
+10.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JRSSX 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)
+6.92%
Peer Avg (YTD)
+11.21%
vs Peers
-4.30%

JRSSX Mutual Fund Performance

JRSSX performance across multiple time periods: 1-month 0.77%, YTD 6.92%, 1-year 12.62%, 3-year 15.79%, 5-year 8.30%, 10-year 10.85%.

JRSSX returns trail the peer average of 11.21% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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