JSOZX Mutual Fund

JSOZX Mutual Fund

NAV$11.46
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Returns Overview

1 Month
+0.31%
3 Months
+1.01%
6 Months
+1.78%
YTD
+1.78%
1 Year
+3.99%
3 Years (annualized)
+4.95%
5 Years (annualized)
+3.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSOZX 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)
+1.78%
Peer Avg (YTD)
+3.23%
vs Peers
-1.45%

JSOZX Mutual Fund Performance

JSOZX performance across multiple time periods: 1-month 0.31%, YTD 1.78%, 1-year 3.99%, 3-year 4.95%, 5-year 3.64%.

JSOZX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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