JAIYX Mutual Fund

JAIYX Mutual Fund

NAV$11.77
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Returns Overview

1 Month
-1.03%
3 Months
+1.32%
6 Months
+3.49%
YTD
+5.00%
1 Year
+11.84%
3 Years (annualized)
+9.35%
5 Years (annualized)
+4.20%
10 Years (annualized)
+5.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAIYX 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)
+5.00%
Peer Avg (YTD)
+5.54%
vs Peers
-0.54%

JAIYX Mutual Fund Performance

JAIYX performance across multiple time periods: 1-month -1.03%, YTD 5.00%, 1-year 11.84%, 3-year 9.35%, 5-year 4.20%, 10-year 5.65%.

JAIYX returns trail the peer average of 5.54% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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