JAIZX Mutual Fund

JAIZX Mutual Fund

NAV$12.53
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Returns Overview

1 Month
-2.36%
3 Months
-1.89%
6 Months
+7.53%
YTD
+5.07%
1 Year
+8.08%
3 Years (annualized)
+10.85%
5 Years (annualized)
+5.69%
10 Years (annualized)
+6.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAIZX 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)
+5.07%
Peer Avg (YTD)
+4.96%
vs Peers
+0.11%

JAIZX Mutual Fund Performance

JAIZX performance across multiple time periods: 1-month -2.36%, YTD 5.07%, 1-year 8.08%, 3-year 10.85%, 5-year 5.69%, 10-year 6.76%.

JAIZX returns outperform the peer average of 4.96% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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