JSIRX Mutual Fund

NAV$9.96

Returns Overview

1 Month
+1.03%
3 Months
+2.70%
6 Months
+3.36%
YTD
+5.15%
1 Year
+6.08%
3 Years (annualized)
+6.18%
5 Years (annualized)
+3.76%
10 Years (annualized)
+3.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSIRX 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
ICE BofA 3-Month US Treasury Bill Index
This Mutual Fund (YTD)
+5.15%
Peer Avg (YTD)
+3.93%
vs Peers
+1.22%

JSIRX Mutual Fund Performance

JSIRX performance across multiple time periods: 1-month 1.03%, YTD 5.15%, 1-year 6.08%, 3-year 6.18%, 5-year 3.76%, 10-year 3.67%.

JSIRX returns outperform the peer average of 3.93% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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