JAISX Mutual Fund

JAISX Mutual Fund

NAV$10.17
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Returns Overview

1 Month
-2.32%
3 Months
-2.50%
6 Months
+1.40%
YTD
+0.50%
1 Year
+1.94%
3 Years (annualized)
+5.27%
5 Years (annualized)
+0.58%
10 Years (annualized)
+2.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAISX 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)
+0.50%
Peer Avg (YTD)
+4.96%
vs Peers
-4.47%

JAISX Mutual Fund Performance

JAISX performance across multiple time periods: 1-month -2.32%, YTD 0.50%, 1-year 1.94%, 3-year 5.27%, 5-year 0.58%, 10-year 2.52%.

JAISX returns trail the peer average of 4.96% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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