JFIRX Mutual Fund

JFIRX Mutual Fund

NAV$7.25
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Returns Overview

1 Month
-1.09%
3 Months
-0.29%
6 Months
+1.51%
YTD
+1.17%
1 Year
+1.58%
3 Years (annualized)
+5.90%
5 Years (annualized)
+5.15%
10 Years (annualized)
+4.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JFIRX 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)
+1.17%
Peer Avg (YTD)
+1.93%
vs Peers
-0.76%

JFIRX Mutual Fund Performance

JFIRX performance across multiple time periods: 1-month -1.09%, YTD 1.17%, 1-year 1.58%, 3-year 5.90%, 5-year 5.15%, 10-year 4.54%.

JFIRX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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