JAFKX Mutual Fund

NAV$20.78

Returns Overview

1 Month
+8.74%
3 Months
+14.34%
6 Months
+7.20%
YTD
+7.20%
1 Year
+31.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAFKX 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
Lipper Health/Biotechnology Index(^LHCBIO)
This Mutual Fund (YTD)
+7.20%
Peer Avg (YTD)
+7.57%
vs Peers
-0.38%

JAFKX Mutual Fund Performance

JAFKX performance across multiple time periods: 1-month 8.74%, YTD 7.20%, 1-year 31.91%.

JAFKX returns trail the peer average of 7.57% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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