JAFEX Mutual Fund

NAV$36.80

Returns Overview

1 Month
-0.53%
3 Months
+15.09%
6 Months
+10.43%
YTD
+10.06%
1 Year
+22.05%
3 Years (annualized)
+19.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAFEX 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

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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
Wilshire 5000 Total Market Full Cap Index
This Mutual Fund (YTD)
+10.06%
Peer Avg (YTD)
+9.51%
vs Peers
+0.55%

JAFEX Mutual Fund Performance

JAFEX performance across multiple time periods: 1-month -0.53%, YTD 10.06%, 1-year 22.05%, 3-year 19.82%.

JAFEX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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