JAIQX Mutual Fund

JAIQX Mutual Fund

NAV$12.32
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Returns Overview

1 Month
+0.24%
3 Months
+3.71%
6 Months
+3.19%
YTD
+3.10%
1 Year
+8.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAIQX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+3.10%
Peer Avg (YTD)
+3.23%
vs Peers
-0.12%

JAIQX Mutual Fund Performance

JAIQX performance across multiple time periods: 1-month 0.24%, YTD 3.10%, 1-year 8.01%.

JAIQX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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