JSRAX Mutual Fund

JSRAX Mutual Fund

NAV$16.87
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Returns Overview

1 Month
+1.00%
3 Months
+0.35%
6 Months
+2.20%
YTD
+4.81%
1 Year
+8.57%
3 Years (annualized)
+9.97%
5 Years (annualized)
+4.11%
10 Years (annualized)
+5.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSRAX 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
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📉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
S&P Target Date Retirement Income Index(^SPTGRI:SP)
This Mutual Fund (YTD)
+4.81%
Peer Avg (YTD)
+8.76%
vs Peers
-3.94%

JSRAX Mutual Fund Performance

JSRAX performance across multiple time periods: 1-month 1.00%, YTD 4.81%, 1-year 8.57%, 3-year 9.97%, 5-year 4.11%, 10-year 5.34%.

JSRAX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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