JRSTX Mutual Fund

JRSTX Mutual Fund

NAV$12.79
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Returns Overview

1 Month
+0.40%
3 Months
+1.12%
6 Months
+4.80%
YTD
+6.29%
1 Year
+13.54%
3 Years (annualized)
+14.93%
5 Years (annualized)
+8.33%
10 Years (annualized)
+10.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JRSTX 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)
+6.29%
Peer Avg (YTD)
+9.41%
vs Peers
-3.12%

JRSTX Mutual Fund Performance

JRSTX performance across multiple time periods: 1-month 0.40%, YTD 6.29%, 1-year 13.54%, 3-year 14.93%, 5-year 8.33%, 10-year 10.40%.

JRSTX returns trail the peer average of 9.41% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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