JAFPX Mutual Fund

JAFPX Mutual Fund

NAV$12.92
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Returns Overview

1 Month
+0.55%
3 Months
+3.00%
6 Months
+5.57%
YTD
+5.84%
1 Year
+8.73%
3 Years (annualized)
+11.42%
5 Years (annualized)
+7.76%
10 Years (annualized)
+10.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAFPX 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)
+5.84%
Peer Avg (YTD)
+5.54%
vs Peers
+0.30%

JAFPX Mutual Fund Performance

JAFPX performance across multiple time periods: 1-month 0.55%, YTD 5.84%, 1-year 8.73%, 3-year 11.42%, 5-year 7.76%, 10-year 10.70%.

JAFPX returns outperform the peer average of 5.54% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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