JFIGX Mutual Fund

JFIGX Mutual Fund

NAV$7.37
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Returns Overview

1 Month
+0.45%
3 Months
+0.94%
6 Months
+1.06%
YTD
+0.83%
1 Year
+1.69%
3 Years (annualized)
+5.35%
5 Years (annualized)
+3.99%
10 Years (annualized)
+3.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JFIGX 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)
+0.83%
Peer Avg (YTD)
+0.12%
vs Peers
+0.71%

JFIGX Mutual Fund Performance

JFIGX performance across multiple time periods: 1-month 0.45%, YTD 0.83%, 1-year 1.69%, 3-year 5.35%, 5-year 3.99%, 10-year 3.64%.

JFIGX returns outperform the peer average of 0.12% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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