JSCRX Mutual Fund

NAV$22.55

Returns Overview

1 Month
+7.55%
3 Months
+18.14%
6 Months
+19.07%
YTD
+17.90%
1 Year
+31.81%
3 Years (annualized)
+14.65%
5 Years (annualized)
+13.38%
10 Years (annualized)
+18.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSCRX 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
S&P SmallCap 600 Index
This Mutual Fund (YTD)
+17.90%
Peer Avg (YTD)
+18.52%
vs Peers
-0.63%

JSCRX Mutual Fund Performance

JSCRX performance across multiple time periods: 1-month 7.55%, YTD 17.90%, 1-year 31.81%, 3-year 14.65%, 5-year 13.38%, 10-year 18.68%.

JSCRX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.31%, investors should weigh costs against performance when evaluating this mutual fund.

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