JSIAX Mutual Fund

JSIAX Mutual Fund

NAV$9.90
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Returns Overview

1 Month
+1.07%
3 Months
+2.70%
6 Months
+3.38%
YTD
+5.03%
1 Year
+5.85%
3 Years (annualized)
+5.91%
5 Years (annualized)
+3.48%
10 Years (annualized)
+3.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSIAX 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
ICE BofA 3-Month US Treasury Bill Index
This Mutual Fund (YTD)
+5.03%
Peer Avg (YTD)
+3.93%
vs Peers
+1.10%

JSIAX Mutual Fund Performance

JSIAX performance across multiple time periods: 1-month 1.07%, YTD 5.03%, 1-year 5.85%, 3-year 5.91%, 5-year 3.48%, 10-year 3.37%.

JSIAX returns outperform the peer average of 3.93% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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