JSRSX Mutual Fund

JSRSX Mutual Fund

NAV$16.95
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Returns Overview

1 Month
+0.65%
3 Months
-0.53%
6 Months
+0.41%
YTD
+3.28%
1 Year
+4.28%
3 Years (annualized)
+11.24%
5 Years (annualized)
+3.90%
10 Years (annualized)
+5.38%

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
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)
+3.28%
Peer Avg (YTD)
+6.70%
vs Peers
-3.42%

JSRSX Mutual Fund Performance

JSRSX performance across multiple time periods: 1-month 0.65%, YTD 3.28%, 1-year 4.28%, 3-year 11.24%, 5-year 3.90%, 10-year 5.38%.

JSRSX returns trail the peer average of 6.70% 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.