JAFEX Mutual Fund

JAFEX Mutual Fund

NAV$36.92
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Returns Overview

1 Month
+2.66%
3 Months
+1.46%
6 Months
+11.51%
YTD
+12.26%
1 Year
+19.11%
3 Years (annualized)
+20.01%
5 Years (annualized)
+11.04%
10 Years (annualized)
+13.97%

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
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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
Wilshire 5000 Total Market Full Cap Index
This Mutual Fund (YTD)
+12.26%
Peer Avg (YTD)
+11.21%
vs Peers
+1.05%

JAFEX Mutual Fund Performance

JAFEX performance across multiple time periods: 1-month 2.66%, YTD 12.26%, 1-year 19.11%, 3-year 20.01%, 5-year 11.04%, 10-year 13.97%.

JAFEX returns outperform the peer average of 11.21% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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