JFAIX Mutual Fund

JFAIX Mutual Fund

NAV$37.89
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Returns Overview

1 Month
+4.78%
3 Months
+2.78%
6 Months
+4.32%
YTD
+3.26%
1 Year
+7.74%
3 Years (annualized)
+12.65%
5 Years (annualized)
+8.31%
10 Years (annualized)
+13.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JFAIX 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)
+3.26%
Peer Avg (YTD)
+9.41%
vs Peers
-6.15%

JFAIX Mutual Fund Performance

JFAIX performance across multiple time periods: 1-month 4.78%, YTD 3.26%, 1-year 7.74%, 3-year 12.65%, 5-year 8.31%, 10-year 13.84%.

JFAIX returns trail the peer average of 9.41% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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