JAFSX Mutual Fund

JAFSX Mutual Fund

NAV$20.95
See how much of JAFSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-13.04%
3 Months
-8.36%
6 Months
-5.44%
YTD
+7.92%
1 Year
+3.09%
3 Years (annualized)
+29.38%
5 Years (annualized)
+15.15%
10 Years (annualized)
+21.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAFSX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P North American Technology Index
This Mutual Fund (YTD)
+7.92%
Peer Avg (YTD)
+9.28%
vs Peers
-1.36%

JAFSX Mutual Fund Performance

JAFSX performance across multiple time periods: 1-month -13.04%, YTD 7.92%, 1-year 3.09%, 3-year 29.38%, 5-year 15.15%, 10-year 21.13%.

JAFSX returns trail the peer average of 9.28% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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