JFACX Mutual Fund

JFACX Mutual Fund

NAV$37.28
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Returns Overview

1 Month
+4.71%
3 Months
+2.63%
6 Months
+4.01%
YTD
+2.92%
1 Year
+7.20%
3 Years (annualized)
+12.07%
5 Years (annualized)
+7.76%
10 Years (annualized)
+13.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JFACX 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)
+2.92%
Peer Avg (YTD)
+9.41%
vs Peers
-6.49%

JFACX Mutual Fund Performance

JFACX performance across multiple time periods: 1-month 4.71%, YTD 2.92%, 1-year 7.20%, 3-year 12.07%, 5-year 7.76%, 10-year 13.29%.

JFACX returns trail the peer average of 9.41% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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