JAFEX Mutual Fund

JAFEX Mutual Fund

NAV$37.03
See how much of JAFEX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.04%
3 Months
+0.94%
6 Months
+16.18%
YTD
+11.10%
1 Year
+13.85%
3 Years (annualized)
+20.01%
5 Years (annualized)
+11.04%
10 Years (annualized)
+13.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAFEX 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
Wilshire 5000 Total Market Full Cap Index
This Mutual Fund (YTD)
+11.10%
Peer Avg (YTD)
+9.98%
vs Peers
+1.12%

JAFEX Mutual Fund Performance

JAFEX performance across multiple time periods: 1-month -1.04%, YTD 11.10%, 1-year 13.85%, 3-year 20.01%, 5-year 11.04%, 10-year 13.97%.

JAFEX returns outperform the peer average of 9.98% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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