JAAIX Mutual Fund

JAAIX Mutual Fund

NAV$18.24
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Returns Overview

1 Month
+0.39%
3 Months
+2.67%
6 Months
+5.74%
YTD
+8.34%
1 Year
+7.82%
3 Years (annualized)
+5.94%
5 Years (annualized)
+2.72%
10 Years (annualized)
+2.55%

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
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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
HFRX Global Hedge Fund Index(^HFRXGH)
This Mutual Fund (YTD)
+8.34%
Peer Avg (YTD)
+5.40%
vs Peers
+2.94%

JAAIX Mutual Fund Performance

JAAIX performance across multiple time periods: 1-month 0.39%, YTD 8.34%, 1-year 7.82%, 3-year 5.94%, 5-year 2.72%, 10-year 2.55%.

JAAIX returns outperform the peer average of 5.40% 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.