JAIKX Mutual Fund

JAIKX Mutual Fund

NAV$15.53
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Returns Overview

1 Month
+1.79%
3 Months
+0.70%
6 Months
+5.09%
YTD
+8.69%
1 Year
+14.45%
3 Years (annualized)
+8.40%
5 Years (annualized)
+7.02%
10 Years (annualized)
+8.85%

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
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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)
+8.69%
Peer Avg (YTD)
+7.17%
vs Peers
+1.51%

JAIKX Mutual Fund Performance

JAIKX performance across multiple time periods: 1-month 1.79%, YTD 8.69%, 1-year 14.45%, 3-year 8.40%, 5-year 7.02%, 10-year 8.85%.

JAIKX returns outperform the peer average of 7.17% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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