JAIWX Mutual Fund

JAIWX Mutual Fund

NAV$11.06
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Returns Overview

1 Month
-1.09%
3 Months
+1.02%
6 Months
+2.84%
YTD
+4.02%
1 Year
+10.25%
3 Years (annualized)
+8.17%
5 Years (annualized)
+3.09%
10 Years (annualized)
+4.72%

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
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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)
+4.02%
Peer Avg (YTD)
+5.54%
vs Peers
-1.51%

JAIWX Mutual Fund Performance

JAIWX performance across multiple time periods: 1-month -1.09%, YTD 4.02%, 1-year 10.25%, 3-year 8.17%, 5-year 3.09%, 10-year 4.72%.

JAIWX returns trail the peer average of 5.54% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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