JFINX Mutual Fund

JFINX Mutual Fund

NAV$14.36
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Returns Overview

3 Months
-2.64%
6 Months
-4.75%
YTD
-1.53%
1 Year
+2.19%
3 Years (annualized)
-5.77%
5 Years (annualized)
-0.16%
10 Years (annualized)
+0.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JFINX 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
Barclays Capital Aggregate Index(^BCAI)
This Mutual Fund (YTD)
-1.53%
Peer Avg (YTD)
-0.75%
vs Peers
-0.78%

JFINX Mutual Fund Performance

JFINX performance across multiple time periods: YTD -1.53%, 1-year 2.19%, 3-year -5.77%, 5-year -0.16%, 10-year 0.79%.

JFINX returns trail the peer average of -0.75% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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