JIAIX Mutual Fund

JIAIX Mutual Fund

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Returns Overview

1 Month
+0.58%
3 Months
+2.15%
6 Months
+3.38%
YTD
+5.37%
1 Year
+10.81%
3 Years (annualized)
+10.82%
5 Years (annualized)
+5.65%
10 Years (annualized)
+5.48%

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)
+5.37%
Peer Avg (YTD)
+5.54%
vs Peers
-0.17%

JIAIX Mutual Fund Performance

JIAIX performance across multiple time periods: 1-month 0.58%, YTD 5.37%, 1-year 10.81%, 3-year 10.82%, 5-year 5.65%, 10-year 5.48%.

JIAIX returns trail the peer average of 5.54% 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.