JAIKX Mutual Fund

NAV$16.00

Returns Overview

1 Month
+0.19%
3 Months
+10.25%
6 Months
+8.59%
YTD
+8.14%
1 Year
+17.16%
3 Years (annualized)
+8.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAIKX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+8.14%
Peer Avg (YTD)
+6.73%
vs Peers
+1.41%

JAIKX Mutual Fund Performance

JAIKX performance across multiple time periods: 1-month 0.19%, YTD 8.14%, 1-year 17.16%, 3-year 8.26%.

JAIKX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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