JSRSX Mutual Fund

JSRSX Mutual Fund

NAV$17.02
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Returns Overview

1 Month
+1.05%
3 Months
+0.41%
6 Months
+2.25%
YTD
+4.92%
1 Year
+8.73%
3 Years (annualized)
+10.11%
5 Years (annualized)
+4.24%
10 Years (annualized)
+5.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSRSX 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)
+4.92%
Peer Avg (YTD)
+8.76%
vs Peers
-3.84%

JSRSX Mutual Fund Performance

JSRSX performance across multiple time periods: 1-month 1.05%, YTD 4.92%, 1-year 8.73%, 3-year 10.11%, 5-year 4.24%, 10-year 5.47%.

JSRSX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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