JIAFX Mutual Fund

JIAFX Mutual Fund

NAV$9.60
See how much of JIAFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.25%
3 Months
+1.93%
6 Months
+3.40%
YTD
+6.64%
1 Year
+9.91%
3 Years (annualized)
+11.47%
5 Years (annualized)
+5.47%
10 Years (annualized)
+5.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JIAFX 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)
+6.64%
Peer Avg (YTD)
+6.28%
vs Peers
+0.36%

JIAFX Mutual Fund Performance

JIAFX performance across multiple time periods: 1-month 1.25%, YTD 6.64%, 1-year 9.91%, 3-year 11.47%, 5-year 5.47%, 10-year 5.31%.

JIAFX returns outperform the peer average of 6.28% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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