JAIQX Mutual Fund

JAIQX Mutual Fund

NAV$12.05
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Returns Overview

1 Month
-2.28%
3 Months
-2.44%
6 Months
+1.18%
YTD
+0.59%
1 Year
+2.18%
3 Years (annualized)
+6.72%
5 Years (annualized)
+1.89%
10 Years (annualized)
+3.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAIQX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+0.59%
Peer Avg (YTD)
+0.50%
vs Peers
+0.09%

JAIQX Mutual Fund Performance

JAIQX performance across multiple time periods: 1-month -2.28%, YTD 0.59%, 1-year 2.18%, 3-year 6.72%, 5-year 1.89%, 10-year 3.83%.

JAIQX returns outperform the peer average of 0.50% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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