JSERX Mutual Fund

JSERX Mutual Fund

NAV$47.89
See how much of JSERX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.26%
3 Months
+1.63%
6 Months
+5.30%
YTD
+9.68%
1 Year
+6.45%
3 Years (annualized)
+7.91%
5 Years (annualized)
+2.73%
10 Years (annualized)
+8.38%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+9.68%
Peer Avg (YTD)
+15.20%
vs Peers
-5.52%

JSERX Mutual Fund Performance

JSERX performance across multiple time periods: 1-month -0.26%, YTD 9.68%, 1-year 6.45%, 3-year 7.91%, 5-year 2.73%, 10-year 8.38%.

JSERX returns trail the peer average of 15.20% 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.