JFNAX Mutual Fund

JFNAX Mutual Fund

NAV$83.26
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Returns Overview

1 Month
+3.81%
3 Months
+11.78%
6 Months
+9.06%
YTD
+12.09%
1 Year
+36.81%
3 Years (annualized)
+14.67%
5 Years (annualized)
+8.33%
10 Years (annualized)
+11.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JFNAX 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
MSCI World Healthcare Index(MSCIWHCI)
This Mutual Fund (YTD)
+12.09%
Peer Avg (YTD)
+9.65%
vs Peers
+2.44%

JFNAX Mutual Fund Performance

JFNAX performance across multiple time periods: 1-month 3.81%, YTD 12.09%, 1-year 36.81%, 3-year 14.67%, 5-year 8.33%, 10-year 11.83%.

JFNAX returns outperform the peer average of 9.65% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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