JAFHX Mutual Fund

JAFHX Mutual Fund

NAV$7.06
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Returns Overview

1 Month
+3.14%
3 Months
-3.64%
6 Months
+8.68%
YTD
+3.45%
1 Year
+10.36%
3 Years (annualized)
+19.66%
5 Years (annualized)
+9.06%
10 Years (annualized)
+17.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAFHX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+3.45%
Peer Avg (YTD)
+11.21%
vs Peers
-7.76%

JAFHX Mutual Fund Performance

JAFHX performance across multiple time periods: 1-month 3.14%, YTD 3.45%, 1-year 10.36%, 3-year 19.66%, 5-year 9.06%, 10-year 17.18%.

JAFHX returns trail the peer average of 11.21% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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