JSCOX Mutual Fund

JSCOX Mutual Fund

NAV$26.09
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Returns Overview

1 Month
-0.66%
3 Months
+4.85%
6 Months
+6.07%
YTD
+15.22%
1 Year
+18.45%
3 Years (annualized)
+12.41%
5 Years (annualized)
+7.23%
10 Years (annualized)
+7.80%

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)
+15.22%
Peer Avg (YTD)
+15.20%
vs Peers
+0.02%

JSCOX Mutual Fund Performance

JSCOX performance across multiple time periods: 1-month -0.66%, YTD 15.22%, 1-year 18.45%, 3-year 12.41%, 5-year 7.23%, 10-year 7.80%.

JSCOX returns outperform the peer average of 15.20% 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.