JAJRX Mutual Fund

NAV$11.61

Returns Overview

3 Months
+7.97%
6 Months
+6.38%
YTD
+5.99%
1 Year
+13.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAJRX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+5.99%
Peer Avg (YTD)
+5.87%
vs Peers
+0.12%

JAJRX Mutual Fund Performance

JAJRX performance across multiple time periods: YTD 5.99%, 1-year 13.48%.

JAJRX returns outperform 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.

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