JAFMX Mutual Fund

JAFMX Mutual Fund

NAV$26.44
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Returns Overview

1 Month
+5.92%
3 Months
+15.10%
6 Months
+13.80%
YTD
+13.61%
1 Year
+35.62%
3 Years (annualized)
+10.21%
5 Years (annualized)
+3.58%
10 Years (annualized)
+9.98%

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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+13.61%
Peer Avg (YTD)
+9.65%
vs Peers
+3.96%

JAFMX Mutual Fund Performance

JAFMX performance across multiple time periods: 1-month 5.92%, YTD 13.61%, 1-year 35.62%, 3-year 10.21%, 5-year 3.58%, 10-year 9.98%.

JAFMX returns outperform the peer average of 9.65% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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