JAIDX Mutual Fund

JAIDX Mutual Fund

NAV$10.94
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Returns Overview

1 Month
+2.10%
3 Months
+0.63%
6 Months
+4.19%
YTD
+7.40%
1 Year
+13.56%
3 Years (annualized)
+6.36%
5 Years (annualized)
+7.95%
10 Years (annualized)
+9.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAIDX 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)
+7.40%
Peer Avg (YTD)
+6.28%
vs Peers
+1.11%

JAIDX Mutual Fund Performance

JAIDX performance across multiple time periods: 1-month 2.10%, YTD 7.40%, 1-year 13.56%, 3-year 6.36%, 5-year 7.95%, 10-year 9.64%.

JAIDX returns outperform the peer average of 6.28% YTD. With an expense ratio of 0.56%, investors should weigh costs against performance when evaluating this mutual fund.

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