JSCAX Mutual Fund

JSCAX Mutual Fund

NAV$9.67
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Returns Overview

1 Month
-3.96%
3 Months
-7.11%
6 Months
-8.88%
YTD
-6.27%
1 Year
-4.60%
3 Years (annualized)
+0.56%
5 Years (annualized)
+12.77%
10 Years (annualized)
+4.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSCAX 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 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
-6.27%
Peer Avg (YTD)
-7.73%
vs Peers
+1.45%

JSCAX Mutual Fund Performance

JSCAX performance across multiple time periods: 1-month -3.96%, YTD -6.27%, 1-year -4.60%, 3-year 0.56%, 5-year 12.77%, 10-year 4.51%.

JSCAX returns outperform the peer average of -7.73% YTD. With an expense ratio of 1.39%, investors should weigh costs against performance when evaluating this mutual fund.

JSCAX performance comparison shows side-by-side returns with another fund. JSCAX alternatives are available in the Mutual Fund Screener.