JSFRX Mutual Fund

NAV$8.76

Returns Overview

1 Month
-2.06%
3 Months
-5.29%
6 Months
-5.14%
YTD
+0.85%
1 Year
+0.72%
3 Years (annualized)
+2.30%
5 Years (annualized)
+3.96%
10 Years (annualized)
+4.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSFRX 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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+0.85%
Peer Avg (YTD)
+2.11%
vs Peers
-1.27%

JSFRX Mutual Fund Performance

JSFRX performance across multiple time periods: 1-month -2.06%, YTD 0.85%, 1-year 0.72%, 3-year 2.30%, 5-year 3.96%, 10-year 4.07%.

JSFRX returns trail the peer average of 2.11% YTD. With an expense ratio of 1.56%, investors should weigh costs against performance when evaluating this mutual fund.

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