JAFMX Mutual Fund

JAFMX Mutual Fund

NAV$26.39
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Returns Overview

1 Month
-0.99%
3 Months
+4.78%
6 Months
+19.89%
YTD
+12.48%
1 Year
+30.81%
3 Years (annualized)
+10.21%
5 Years (annualized)
+3.58%
10 Years (annualized)
+9.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAFMX 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)
+12.48%
Peer Avg (YTD)
+8.76%
vs Peers
+3.72%

JAFMX Mutual Fund Performance

JAFMX performance across multiple time periods: 1-month -0.99%, YTD 12.48%, 1-year 30.81%, 3-year 10.21%, 5-year 3.58%, 10-year 9.98%.

JAFMX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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