JSCOX Mutual Fund

NAV$27.91

Returns Overview

1 Month
+4.23%
3 Months
+11.44%
6 Months
+15.13%
YTD
+14.55%
1 Year
+29.21%
3 Years (annualized)
+11.33%
5 Years (annualized)
+6.17%
10 Years (annualized)
+7.92%

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
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 Value Index(^RUJ)
This Mutual Fund (YTD)
+14.55%
Peer Avg (YTD)
+18.52%
vs Peers
-3.98%

JSCOX Mutual Fund Performance

JSCOX performance across multiple time periods: 1-month 4.23%, YTD 14.55%, 1-year 29.21%, 3-year 11.33%, 5-year 6.17%, 10-year 7.92%.

JSCOX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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