JAFVX Mutual Fund

JAFVX Mutual Fund

NAV$21.21
See how much of JAFVX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.06%
3 Months
+2.31%
6 Months
+8.46%
YTD
+12.82%
1 Year
+20.42%
3 Years (annualized)
+17.13%
5 Years (annualized)
+10.65%
10 Years (annualized)
+12.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAFVX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+12.82%
Peer Avg (YTD)
+7.17%
vs Peers
+5.65%

JAFVX Mutual Fund Performance

JAFVX performance across multiple time periods: 1-month 2.06%, YTD 12.82%, 1-year 20.42%, 3-year 17.13%, 5-year 10.65%, 10-year 12.27%.

JAFVX returns outperform the peer average of 7.17% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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