JFIFX Mutual Fund

NAV$14.81

Returns Overview

1 Month
+4.12%
3 Months
+10.93%
6 Months
+2.51%
YTD
+1.68%
1 Year
+8.21%
3 Years (annualized)
+19.41%
5 Years (annualized)
+8.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JFIFX 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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+1.68%
Peer Avg (YTD)
+8.61%
vs Peers
-6.93%

JFIFX Mutual Fund Performance

JFIFX performance across multiple time periods: 1-month 4.12%, YTD 1.68%, 1-year 8.21%, 3-year 19.41%, 5-year 8.20%.

JFIFX returns trail the peer average of 8.61% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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