JAFMX Mutual Fund

NAV$26.52

Returns Overview

1 Month
+8.76%
3 Months
+14.42%
6 Months
+7.35%
YTD
+7.35%
1 Year
+32.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAFMX 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
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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)
+7.35%
Peer Avg (YTD)
+7.57%
vs Peers
-0.22%

JAFMX Mutual Fund Performance

JAFMX performance across multiple time periods: 1-month 8.76%, YTD 7.35%, 1-year 32.22%.

JAFMX returns trail the peer average of 7.57% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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