JAFYX Mutual Fund

JAFYX Mutual Fund

NAV$11.75
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Returns Overview

1 Month
-0.17%
3 Months
-0.09%
6 Months
-0.09%
YTD
+0.09%
1 Year
+2.22%
3 Years (annualized)
+3.60%
5 Years (annualized)
+0.75%
10 Years (annualized)
+1.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAFYX 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
Bloomberg US Government/Credit 1-5 Year Index
This Mutual Fund (YTD)
+0.09%
Peer Avg (YTD)
+1.70%
vs Peers
-1.62%

JAFYX Mutual Fund Performance

JAFYX performance across multiple time periods: 1-month -0.17%, YTD 0.09%, 1-year 2.22%, 3-year 3.60%, 5-year 0.75%, 10-year 1.09%.

JAFYX returns trail the peer average of 1.70% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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