JAJMX Mutual Fund

JAJMX Mutual Fund

NAV$21.88
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Returns Overview

1 Month
-5.06%
3 Months
-6.61%
6 Months
+4.37%
YTD
+8.21%
1 Year
+8.26%
3 Years (annualized)
+11.14%
5 Years (annualized)
+3.89%
10 Years (annualized)
+5.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAJMX 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
Dow Jones US Select REIT Index(DWUSRTF)
This Mutual Fund (YTD)
+8.21%
Peer Avg (YTD)
+9.98%
vs Peers
-1.77%

JAJMX Mutual Fund Performance

JAJMX performance across multiple time periods: 1-month -5.06%, YTD 8.21%, 1-year 8.26%, 3-year 11.14%, 5-year 3.89%, 10-year 5.95%.

JAJMX returns trail the peer average of 9.98% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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