JSRCX Mutual Fund

JSRCX Mutual Fund

NAV$16.79
See how much of JSRCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.94%
3 Months
+0.23%
6 Months
+1.84%
YTD
+4.39%
1 Year
+7.88%
3 Years (annualized)
+9.29%
5 Years (annualized)
+3.46%
10 Years (annualized)
+4.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSRCX 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
S&P Target Date Retirement Income Index(^SPTGRI:SP)
This Mutual Fund (YTD)
+4.39%
Peer Avg (YTD)
+8.76%
vs Peers
-4.37%

JSRCX Mutual Fund Performance

JSRCX performance across multiple time periods: 1-month 0.94%, YTD 4.39%, 1-year 7.88%, 3-year 9.29%, 5-year 3.46%, 10-year 4.70%.

JSRCX returns trail the peer average of 8.76% YTD. With an expense ratio of 1.32%, investors should weigh costs against performance when evaluating this mutual fund.

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