JFIHX Mutual Fund

JFIHX Mutual Fund

NAV$7.25
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Returns Overview

1 Month
-1.10%
3 Months
-0.16%
6 Months
+0.49%
YTD
+0.72%
1 Year
+0.99%
3 Years (annualized)
+5.67%
5 Years (annualized)
+4.22%
10 Years (annualized)
+4.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JFIHX 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)
+0.72%
Peer Avg (YTD)
+1.93%
vs Peers
-1.20%

JFIHX Mutual Fund Performance

JFIHX performance across multiple time periods: 1-month -1.10%, YTD 0.72%, 1-year 0.99%, 3-year 5.67%, 5-year 4.22%, 10-year 4.06%.

JFIHX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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