JRSSX Mutual Fund

JRSSX Mutual Fund

NAV$12.92
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Returns Overview

1 Month
+0.31%
3 Months
+1.01%
6 Months
+4.57%
YTD
+6.10%
1 Year
+13.18%
3 Years (annualized)
+14.62%
5 Years (annualized)
+8.78%
10 Years (annualized)
+10.50%

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)
+6.10%
Peer Avg (YTD)
+9.41%
vs Peers
-3.31%

JRSSX Mutual Fund Performance

JRSSX performance across multiple time periods: 1-month 0.31%, YTD 6.10%, 1-year 13.18%, 3-year 14.62%, 5-year 8.78%, 10-year 10.50%.

JRSSX returns trail the peer average of 9.41% 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.