JAIJX Mutual Fund

JAIJX Mutual Fund

NAV$15.95
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Returns Overview

1 Month
+0.25%
3 Months
+10.36%
6 Months
+8.76%
YTD
+8.31%
1 Year
+17.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAIJX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+8.31%
Peer Avg (YTD)
+6.73%
vs Peers
+1.58%

JAIJX Mutual Fund Performance

JAIJX performance across multiple time periods: 1-month 0.25%, YTD 8.31%, 1-year 17.58%.

JAIJX returns outperform the peer average of 6.73% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

JAIJX performance comparison shows side-by-side returns with another fund. JAIJX alternatives are available in the Mutual Fund Screener.