JAIVX Mutual Fund

JAIVX Mutual Fund

NAV$10.94
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Returns Overview

1 Month
-2.34%
3 Months
-2.16%
6 Months
+4.62%
YTD
+3.03%
1 Year
+5.10%
3 Years (annualized)
+8.44%
5 Years (annualized)
+3.35%
10 Years (annualized)
+4.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAIVX 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)
+3.03%
Peer Avg (YTD)
+4.96%
vs Peers
-1.93%

JAIVX Mutual Fund Performance

JAIVX performance across multiple time periods: 1-month -2.34%, YTD 3.03%, 1-year 5.10%, 3-year 8.44%, 5-year 3.35%, 10-year 4.99%.

JAIVX returns trail the peer average of 4.96% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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