JSCOX Mutual Fund

JSCOX Mutual Fund

NAV$27.61
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Returns Overview

1 Month
+1.26%
3 Months
+5.18%
6 Months
+9.76%
YTD
+15.98%
1 Year
+29.40%
3 Years (annualized)
+11.61%
5 Years (annualized)
+6.81%
10 Years (annualized)
+7.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSCOX 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)
+15.98%
Peer Avg (YTD)
+15.31%
vs Peers
+0.67%

JSCOX Mutual Fund Performance

JSCOX performance across multiple time periods: 1-month 1.26%, YTD 15.98%, 1-year 29.40%, 3-year 11.61%, 5-year 6.81%, 10-year 7.63%.

JSCOX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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