JAIZX Mutual Fund

JAIZX Mutual Fund

NAV$10.77
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Returns Overview

1 Month
-13.35%
3 Months
-14.05%
6 Months
-12.65%
YTD
-8.96%
1 Year
-7.56%
3 Years (annualized)
+8.28%
5 Years (annualized)
+5.69%
10 Years (annualized)
+6.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAIZX 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
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📉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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
-8.96%
Peer Avg (YTD)
+5.30%
vs Peers
-14.26%

JAIZX Mutual Fund Performance

JAIZX performance across multiple time periods: 1-month -13.35%, YTD -8.96%, 1-year -7.56%, 3-year 8.28%, 5-year 5.69%, 10-year 6.76%.

JAIZX returns trail the peer average of 5.30% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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