JSERX Mutual Fund

JSERX Mutual Fund

NAV$50.72
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Returns Overview

1 Month
-3.12%
3 Months
+3.74%
6 Months
+5.96%
YTD
+9.96%
1 Year
+9.44%
3 Years (annualized)
+6.68%
5 Years (annualized)
+2.30%
10 Years (annualized)
+8.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSERX 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 Index(^RUT)
This Mutual Fund (YTD)
+9.96%
Peer Avg (YTD)
+15.31%
vs Peers
-5.35%

JSERX Mutual Fund Performance

JSERX performance across multiple time periods: 1-month -3.12%, YTD 9.96%, 1-year 9.44%, 3-year 6.68%, 5-year 2.30%, 10-year 8.23%.

JSERX returns trail the peer average of 15.31% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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