JTSRX Mutual Fund

NAV$7.82

Returns Overview

1 Month
+1.50%
3 Months
+0.22%
6 Months
-0.32%
YTD
+1.97%
1 Year
+3.83%
3 Years (annualized)
-2.31%
5 Years (annualized)
-2.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JTSRX 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
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1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg Barclays US Government Bond Index(^BBUGB)
This Mutual Fund (YTD)
+1.97%
Peer Avg (YTD)
+22.63%
vs Peers
-20.65%

JTSRX Mutual Fund Performance

JTSRX performance across multiple time periods: 1-month 1.50%, YTD 1.97%, 1-year 3.83%, 3-year -2.31%, 5-year -2.13%.

JTSRX returns trail the peer average of 22.63% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

JTSRX performance comparison shows side-by-side returns with another fund. JTSRX alternatives are available in the Mutual Fund Screener.