JAIWX Mutual Fund

JAIWX Mutual Fund

NAV$11.03
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+0.18%
3 Months
+6.81%
6 Months
+5.48%
YTD
+5.17%
1 Year
+11.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAIWX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+5.17%
Peer Avg (YTD)
+5.87%
vs Peers
-0.69%

JAIWX Mutual Fund Performance

JAIWX performance across multiple time periods: 1-month 0.18%, YTD 5.17%, 1-year 11.69%.

JAIWX returns trail the peer average of 5.87% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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