JAIPX Mutual Fund

JAIPX Mutual Fund

NAV$13.57
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Returns Overview

1 Month
-2.39%
3 Months
-2.18%
6 Months
+3.77%
YTD
+2.66%
1 Year
+4.70%
3 Years (annualized)
+9.92%
5 Years (annualized)
+3.73%
10 Years (annualized)
+5.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAIPX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+2.66%
Peer Avg (YTD)
+2.46%
vs Peers
+0.21%

JAIPX Mutual Fund Performance

JAIPX performance across multiple time periods: 1-month -2.39%, YTD 2.66%, 1-year 4.70%, 3-year 9.92%, 5-year 3.73%, 10-year 5.66%.

JAIPX returns outperform the peer average of 2.46% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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