JFAIX Mutual Fund

JFAIX Mutual Fund

NAV$38.06
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Returns Overview

1 Month
+3.26%
3 Months
+4.88%
6 Months
+10.35%
YTD
+6.63%
1 Year
+7.51%
3 Years (annualized)
+14.58%
5 Years (annualized)
+8.04%
10 Years (annualized)
+13.98%

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)
+6.63%
Peer Avg (YTD)
+11.21%
vs Peers
-4.58%

JFAIX Mutual Fund Performance

JFAIX performance across multiple time periods: 1-month 3.26%, YTD 6.63%, 1-year 7.51%, 3-year 14.58%, 5-year 8.04%, 10-year 13.98%.

JFAIX returns trail the peer average of 11.21% 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.