JFIHX Mutual Fund

JFIHX Mutual Fund

NAV$7.35
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Returns Overview

1 Month
+0.54%
3 Months
+1.20%
6 Months
+1.57%
YTD
+1.44%
1 Year
+2.74%
3 Years (annualized)
+6.44%
5 Years (annualized)
+4.88%
10 Years (annualized)
+4.59%

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)
+1.44%
Peer Avg (YTD)
+0.12%
vs Peers
+1.32%

JFIHX Mutual Fund Performance

JFIHX performance across multiple time periods: 1-month 0.54%, YTD 1.44%, 1-year 2.74%, 3-year 6.44%, 5-year 4.88%, 10-year 4.59%.

JFIHX returns outperform the peer average of 0.12% 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.