JIAIX Mutual Fund

JIAIX Mutual Fund

NAV$9.63
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Returns Overview

1 Month
-2.66%
3 Months
-0.75%
6 Months
+3.79%
YTD
+3.98%
1 Year
+6.02%
3 Years (annualized)
+11.75%
5 Years (annualized)
+5.74%
10 Years (annualized)
+5.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JIAIX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+3.98%
Peer Avg (YTD)
+4.96%
vs Peers
-0.99%

JIAIX Mutual Fund Performance

JIAIX performance across multiple time periods: 1-month -2.66%, YTD 3.98%, 1-year 6.02%, 3-year 11.75%, 5-year 5.74%, 10-year 5.59%.

JIAIX returns trail the peer average of 4.96% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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