JAFRX Mutual Fund

JAFRX Mutual Fund

NAV$12.75
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Returns Overview

1 Month
+0.56%
3 Months
+2.93%
6 Months
+5.60%
YTD
+5.87%
1 Year
+8.82%
3 Years (annualized)
+11.49%
5 Years (annualized)
+7.81%
10 Years (annualized)
+10.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAFRX 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)
+5.87%
Peer Avg (YTD)
+5.54%
vs Peers
+0.33%

JAFRX Mutual Fund Performance

JAFRX performance across multiple time periods: 1-month 0.56%, YTD 5.87%, 1-year 8.82%, 3-year 11.49%, 5-year 7.81%, 10-year 10.75%.

JAFRX returns outperform the peer average of 5.54% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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