JAAIX Mutual Fund

JAAIX Mutual Fund

NAV$17.98
See how much of JAAIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.02%
3 Months
+1.14%
6 Months
+4.47%
YTD
+6.60%
1 Year
+10.66%
3 Years (annualized)
+7.26%
5 Years (annualized)
+4.70%
10 Years (annualized)
+4.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAAIX 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
HFRX Global Hedge Fund Index(^HFRXGH)
This Mutual Fund (YTD)
+6.60%
Peer Avg (YTD)
+2.39%
vs Peers
+4.21%

JAAIX Mutual Fund Performance

JAAIX performance across multiple time periods: 1-month 1.02%, YTD 6.60%, 1-year 10.66%, 3-year 7.26%, 5-year 4.70%, 10-year 4.51%.

JAAIX returns outperform the peer average of 2.39% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this mutual fund.

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