JAFFX Mutual Fund

JAFFX Mutual Fund

NAV$32.96
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Returns Overview

1 Month
-0.59%
3 Months
+0.92%
6 Months
+4.70%
YTD
+10.22%
1 Year
+10.56%
3 Years (annualized)
+22.19%
5 Years (annualized)
+10.77%
10 Years (annualized)
+13.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAFFX 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)
+10.22%
Peer Avg (YTD)
+9.28%
vs Peers
+0.95%

JAFFX Mutual Fund Performance

JAFFX performance across multiple time periods: 1-month -0.59%, YTD 10.22%, 1-year 10.56%, 3-year 22.19%, 5-year 10.77%, 10-year 13.68%.

JAFFX returns outperform the peer average of 9.28% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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