JFLEX Mutual Fund

JFLEX Mutual Fund

NAV$8.90
See how much of JFLEX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.47%
3 Months
-0.04%
6 Months
-0.84%
YTD
-0.59%
1 Year
-0.14%
3 Years (annualized)
+6.07%
5 Years (annualized)
-0.03%
10 Years (annualized)
+1.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JFLEX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.59%
Peer Avg (YTD)
+2.28%
vs Peers
-2.87%

JFLEX Mutual Fund Performance

JFLEX performance across multiple time periods: 1-month 2.47%, YTD -0.59%, 1-year -0.14%, 3-year 6.07%, 5-year -0.03%, 10-year 1.86%.

JFLEX returns trail the peer average of 2.28% YTD. With an expense ratio of 0.48%, investors should weigh costs against performance when evaluating this mutual fund.

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