JAFPX Mutual Fund

JAFPX Mutual Fund

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Returns Overview

1 Month
-1.32%
3 Months
+1.03%
6 Months
+10.58%
YTD
+6.34%
1 Year
+7.38%
3 Years (annualized)
+7.51%
5 Years (annualized)
+7.76%
10 Years (annualized)
+10.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAFPX 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)
+6.34%
Peer Avg (YTD)
+4.96%
vs Peers
+1.37%

JAFPX Mutual Fund Performance

JAFPX performance across multiple time periods: 1-month -1.32%, YTD 6.34%, 1-year 7.38%, 3-year 7.51%, 5-year 7.76%, 10-year 10.70%.

JAFPX returns outperform the peer average of 4.96% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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