JFIRX Mutual Fund

JFIRX Mutual Fund

NAV$7.36
See how much of JFIRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.55%
3 Months
+1.21%
6 Months
+1.73%
YTD
+1.46%
1 Year
+2.79%
3 Years (annualized)
+6.49%
5 Years (annualized)
+4.99%
10 Years (annualized)
+4.72%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Morningstar LSTA Leverage Loan Index
This Mutual Fund (YTD)
+1.46%
Peer Avg (YTD)
+0.12%
vs Peers
+1.34%

JFIRX Mutual Fund Performance

JFIRX performance across multiple time periods: 1-month 0.55%, YTD 1.46%, 1-year 2.79%, 3-year 6.49%, 5-year 4.99%, 10-year 4.72%.

JFIRX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.69%, 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.