JAFKX Mutual Fund

JAFKX Mutual Fund

NAV$20.94
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Returns Overview

1 Month
-1.02%
3 Months
+4.70%
6 Months
+19.72%
YTD
+12.24%
1 Year
+30.43%
3 Years (annualized)
+9.93%
5 Years (annualized)
+3.32%
10 Years (annualized)
+9.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAFKX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+12.24%
Peer Avg (YTD)
+8.76%
vs Peers
+3.47%

JAFKX Mutual Fund Performance

JAFKX performance across multiple time periods: 1-month -1.02%, YTD 12.24%, 1-year 30.43%, 3-year 9.93%, 5-year 3.32%, 10-year 9.70%.

JAFKX returns outperform the peer average of 8.76% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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