JAFQX Mutual Fund

JAFQX Mutual Fund

NAV$12.83
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Returns Overview

1 Month
-1.33%
3 Months
+0.96%
6 Months
+10.43%
YTD
+6.15%
1 Year
+7.18%
3 Years (annualized)
+7.97%
5 Years (annualized)
+7.54%
10 Years (annualized)
+10.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAFQX 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)
+6.15%
Peer Avg (YTD)
+4.96%
vs Peers
+1.19%

JAFQX Mutual Fund Performance

JAFQX performance across multiple time periods: 1-month -1.33%, YTD 6.15%, 1-year 7.18%, 3-year 7.97%, 5-year 7.54%, 10-year 10.47%.

JAFQX returns outperform the peer average of 4.96% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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