JFIDX Mutual Fund

JFIDX Mutual Fund

NAV$7.36
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Returns Overview

1 Month
+0.55%
3 Months
+1.21%
YTD
+1.33%
1 Year
+2.79%
3 Years (annualized)
+6.49%
5 Years (annualized)
+5.12%
10 Years (annualized)
+4.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JFIDX 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
Morningstar LSTA Leverage Loan Index
This Mutual Fund (YTD)
+1.33%
Peer Avg (YTD)
+0.12%
vs Peers
+1.21%

JFIDX Mutual Fund Performance

JFIDX performance across multiple time periods: 1-month 0.55%, YTD 1.33%, 1-year 2.79%, 3-year 6.49%, 5-year 5.12%, 10-year 4.78%.

JFIDX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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