JAFSX Mutual Fund

JAFSX Mutual Fund

NAV$33.04
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Returns Overview

1 Month
+4.18%
3 Months
-11.66%
6 Months
+35.03%
YTD
+24.10%
1 Year
+28.39%
3 Years (annualized)
+27.97%
5 Years (annualized)
+15.15%
10 Years (annualized)
+21.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAFSX 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
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📉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 North American Technology Index
This Mutual Fund (YTD)
+24.10%
Peer Avg (YTD)
+9.98%
vs Peers
+14.12%

JAFSX Mutual Fund Performance

JAFSX performance across multiple time periods: 1-month 4.18%, YTD 24.10%, 1-year 28.39%, 3-year 27.97%, 5-year 15.15%, 10-year 21.13%.

JAFSX returns outperform the peer average of 9.98% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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