JAIRX Mutual Fund

JAIRX Mutual Fund

NAV$12.08
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Returns Overview

1 Month
-2.36%
3 Months
-2.51%
6 Months
+1.01%
YTD
+0.42%
1 Year
+1.88%
3 Years (annualized)
+6.27%
5 Years (annualized)
+1.63%
10 Years (annualized)
+3.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAIRX 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)
+0.42%
Peer Avg (YTD)
+0.50%
vs Peers
-0.08%

JAIRX Mutual Fund Performance

JAIRX performance across multiple time periods: 1-month -2.36%, YTD 0.42%, 1-year 1.88%, 3-year 6.27%, 5-year 1.63%, 10-year 3.57%.

JAIRX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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