JSCHX Mutual Fund

NAV$41.07

Returns Overview

1 Month
+6.11%
3 Months
+22.70%
6 Months
+23.18%
YTD
+22.33%
1 Year
+31.61%
3 Years (annualized)
+14.48%
5 Years (annualized)
+6.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSCHX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+22.33%
Peer Avg (YTD)
+18.52%
vs Peers
+3.80%

JSCHX Mutual Fund Performance

JSCHX performance across multiple time periods: 1-month 6.11%, YTD 22.33%, 1-year 31.61%, 3-year 14.48%, 5-year 6.11%.

JSCHX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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