JFNAX Mutual Fund

JFNAX Mutual Fund

NAV$87.62
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Returns Overview

1 Month
+8.12%
3 Months
+12.73%
6 Months
+8.48%
YTD
+8.43%
1 Year
+39.22%
3 Years (annualized)
+13.24%
5 Years (annualized)
+8.32%
10 Years (annualized)
+11.84%

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)
+8.43%
Peer Avg (YTD)
+7.57%
vs Peers
+0.85%

JFNAX Mutual Fund Performance

JFNAX performance across multiple time periods: 1-month 8.12%, YTD 8.43%, 1-year 39.22%, 3-year 13.24%, 5-year 8.32%, 10-year 11.84%.

JFNAX returns outperform the peer average of 7.57% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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