JSRCX Mutual Fund

JSRCX Mutual Fund

NAV$17.15
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Returns Overview

1 Month
-0.82%
3 Months
+0.77%
6 Months
+2.29%
YTD
+3.41%
1 Year
+8.71%
3 Years (annualized)
+8.46%
5 Years (annualized)
+3.40%
10 Years (annualized)
+4.65%

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
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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)
+3.41%
Peer Avg (YTD)
+6.99%
vs Peers
-3.58%

JSRCX Mutual Fund Performance

JSRCX performance across multiple time periods: 1-month -0.82%, YTD 3.41%, 1-year 8.71%, 3-year 8.46%, 5-year 3.40%, 10-year 4.65%.

JSRCX returns trail the peer average of 6.99% 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.