JAFUX Mutual Fund

JAFUX Mutual Fund

NAV$23.81
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Returns Overview

1 Month
-16.19%
3 Months
+3.10%
6 Months
+12.54%
YTD
+17.60%
1 Year
+32.73%
3 Years (annualized)
+27.66%
5 Years (annualized)
+14.87%
10 Years (annualized)
+20.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAFUX 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 North American Technology Index
This Mutual Fund (YTD)
+17.60%
Peer Avg (YTD)
+9.41%
vs Peers
+8.19%

JAFUX Mutual Fund Performance

JAFUX performance across multiple time periods: 1-month -16.19%, YTD 17.60%, 1-year 32.73%, 3-year 27.66%, 5-year 14.87%, 10-year 20.83%.

JAFUX returns outperform the peer average of 9.41% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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