JAFGX Mutual Fund

JAFGX Mutual Fund

NAV$7.15

Returns Overview

1 Month
-0.96%
3 Months
+17.81%
6 Months
+6.19%
YTD
+6.19%
1 Year
+18.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAFGX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+6.19%
Peer Avg (YTD)
+9.51%
vs Peers
-3.32%

JAFGX Mutual Fund Performance

JAFGX performance across multiple time periods: 1-month -0.96%, YTD 6.19%, 1-year 18.00%.

JAFGX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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