RJAIX Mutual Fund

NAV$16.48

Returns Overview

1 Month
+0.13%
3 Months
+10.66%
6 Months
+12.21%
YTD
+11.31%
1 Year
+40.26%
3 Years (annualized)
+20.04%
5 Years (annualized)
+4.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RJAIX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
TOPIX Index Net
This Mutual Fund (YTD)
+11.31%
Peer Avg (YTD)
+21.82%
vs Peers
-10.51%

RJAIX Mutual Fund Performance

RJAIX performance across multiple time periods: 1-month 0.13%, YTD 11.31%, 1-year 40.26%, 3-year 20.04%, 5-year 4.60%.

RJAIX returns trail the peer average of 21.82% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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