JAFYX Mutual Fund

JAFYX Mutual Fund

NAV$11.66
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Returns Overview

1 Month
-1.27%
3 Months
-1.27%
6 Months
-1.11%
YTD
-1.02%
1 Year
-0.19%
3 Years (annualized)
+3.01%
5 Years (annualized)
+0.75%
10 Years (annualized)
+1.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAFYX 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
PROUpgrade to run
🏦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
Bloomberg US Government/Credit 1-5 Year Index
This Mutual Fund (YTD)
-1.02%
Peer Avg (YTD)
+0.64%
vs Peers
-1.66%

JAFYX Mutual Fund Performance

JAFYX performance across multiple time periods: 1-month -1.27%, YTD -1.02%, 1-year -0.19%, 3-year 3.01%, 5-year 0.75%, 10-year 1.09%.

JAFYX returns trail the peer average of 0.64% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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