JAFQX Mutual Fund

JAFQX Mutual Fund

NAV$12.82
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Returns Overview

1 Month
+1.83%
3 Months
+1.75%
6 Months
+8.04%
YTD
+7.58%
1 Year
+9.95%
3 Years (annualized)
+7.97%
5 Years (annualized)
+7.54%
10 Years (annualized)
+10.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAFQX 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)
+7.58%
Peer Avg (YTD)
+6.28%
vs Peers
+1.30%

JAFQX Mutual Fund Performance

JAFQX performance across multiple time periods: 1-month 1.83%, YTD 7.58%, 1-year 9.95%, 3-year 7.97%, 5-year 7.54%, 10-year 10.47%.

JAFQX returns outperform the peer average of 6.28% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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