JAIRX Mutual Fund

JAIRX Mutual Fund

NAV$12.33
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Returns Overview

1 Month
+0.16%
3 Months
+3.61%
6 Months
+3.01%
YTD
+3.01%
1 Year
+7.68%
3 Years (annualized)
+6.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAIRX 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)
+3.01%
Peer Avg (YTD)
+3.23%
vs Peers
-0.22%

JAIRX Mutual Fund Performance

JAIRX performance across multiple time periods: 1-month 0.16%, YTD 3.01%, 1-year 7.68%, 3-year 6.13%.

JAIRX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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