JSORX Mutual Fund

JSORX Mutual Fund

NAV$11.47
See how much of JSORX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.38%
3 Months
+1.07%
6 Months
+1.78%
YTD
+2.12%
1 Year
+3.93%
3 Years (annualized)
+4.77%
5 Years (annualized)
+3.60%
10 Years (annualized)
+3.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSORX 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
ICE BofA 3-Month US Treasury Bill Index
This Mutual Fund (YTD)
+2.12%
Peer Avg (YTD)
+0.12%
vs Peers
+2.00%

JSORX Mutual Fund Performance

JSORX performance across multiple time periods: 1-month 0.38%, YTD 2.12%, 1-year 3.93%, 3-year 4.77%, 5-year 3.60%, 10-year 3.20%.

JSORX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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