JAIFX Mutual Fund

JAIFX Mutual Fund

NAV$10.96
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Returns Overview

1 Month
-2.69%
3 Months
-2.77%
6 Months
+7.30%
YTD
+4.22%
1 Year
+7.38%
3 Years (annualized)
+15.16%
5 Years (annualized)
+7.49%
10 Years (annualized)
+9.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAIFX 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)
+4.22%
Peer Avg (YTD)
+4.96%
vs Peers
-0.75%

JAIFX Mutual Fund Performance

JAIFX performance across multiple time periods: 1-month -2.69%, YTD 4.22%, 1-year 7.38%, 3-year 15.16%, 5-year 7.49%, 10-year 9.16%.

JAIFX returns trail the peer average of 4.96% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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