JFARX Mutual Fund

NAV$37.92

Returns Overview

1 Month
-3.06%
3 Months
+8.04%
6 Months
-1.39%
YTD
-1.55%
1 Year
+3.73%
3 Years (annualized)
+12.14%
5 Years (annualized)
+7.40%
10 Years (annualized)
+13.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JFARX 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)
-1.55%
Peer Avg (YTD)
+9.51%
vs Peers
-11.06%

JFARX Mutual Fund Performance

JFARX performance across multiple time periods: 1-month -3.06%, YTD -1.55%, 1-year 3.73%, 3-year 12.14%, 5-year 7.40%, 10-year 13.93%.

JFARX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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