JIAFX Mutual Fund

JIAFX Mutual Fund

NAV$9.63
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Returns Overview

1 Month
+0.10%
3 Months
-1.36%
6 Months
+0.79%
YTD
+4.43%
1 Year
+5.89%
3 Years (annualized)
+11.89%
5 Years (annualized)
+5.22%
10 Years (annualized)
+5.12%

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
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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)
+4.43%
Peer Avg (YTD)
+5.30%
vs Peers
-0.88%

JIAFX Mutual Fund Performance

JIAFX performance across multiple time periods: 1-month 0.10%, YTD 4.43%, 1-year 5.89%, 3-year 11.89%, 5-year 5.22%, 10-year 5.12%.

JIAFX returns trail the peer average of 5.30% 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.