JAIJX Mutual Fund

JAIJX Mutual Fund

NAV$15.61
See how much of JAIJX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.27%
3 Months
-1.78%
6 Months
+8.40%
YTD
+6.39%
1 Year
+9.45%
3 Years (annualized)
+13.02%
5 Years (annualized)
+7.28%
10 Years (annualized)
+9.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAIJX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+6.39%
Peer Avg (YTD)
+6.10%
vs Peers
+0.29%

JAIJX Mutual Fund Performance

JAIJX performance across multiple time periods: 1-month -2.27%, YTD 6.39%, 1-year 9.45%, 3-year 13.02%, 5-year 7.28%, 10-year 9.12%.

JAIJX returns outperform the peer average of 6.10% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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