JAIPX Mutual Fund

NAV$13.82

Returns Overview

1 Month
+0.15%
3 Months
+6.08%
6 Months
+5.11%
YTD
+4.95%
1 Year
+11.28%
3 Years (annualized)
+9.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAIPX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+4.95%
Peer Avg (YTD)
+4.14%
vs Peers
+0.80%

JAIPX Mutual Fund Performance

JAIPX performance across multiple time periods: 1-month 0.15%, YTD 4.95%, 1-year 11.28%, 3-year 9.74%.

JAIPX returns outperform the peer average of 4.14% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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