JFARX Mutual Fund

JFARX Mutual Fund

NAV$38.19
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Returns Overview

1 Month
+4.74%
3 Months
+2.71%
6 Months
+4.21%
YTD
+3.11%
1 Year
+7.50%
3 Years (annualized)
+12.39%
5 Years (annualized)
+8.09%
10 Years (annualized)
+13.62%

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
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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)
+3.11%
Peer Avg (YTD)
+9.41%
vs Peers
-6.30%

JFARX Mutual Fund Performance

JFARX performance across multiple time periods: 1-month 4.74%, YTD 3.11%, 1-year 7.50%, 3-year 12.39%, 5-year 8.09%, 10-year 13.62%.

JFARX returns trail the peer average of 9.41% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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