JSOCX Mutual Fund

JSOCX Mutual Fund

NAV$11.27
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Returns Overview

3 Months
+0.45%
6 Months
+1.03%
YTD
+1.51%
1 Year
+2.45%
3 Years (annualized)
+3.70%
5 Years (annualized)
+2.66%
10 Years (annualized)
+2.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSOCX 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)
+1.51%
Peer Avg (YTD)
+2.15%
vs Peers
-0.64%

JSOCX Mutual Fund Performance

JSOCX performance across multiple time periods: YTD 1.51%, 1-year 2.45%, 3-year 3.70%, 5-year 2.66%, 10-year 2.15%.

JSOCX returns trail the peer average of 2.15% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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