JFACX Mutual Fund

JFACX Mutual Fund

NAV$37.02
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Returns Overview

1 Month
-3.21%
3 Months
+4.62%
6 Months
+12.93%
YTD
+2.84%
1 Year
+3.46%
3 Years (annualized)
+14.00%
5 Years (annualized)
+7.50%
10 Years (annualized)
+13.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JFACX 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)
+2.84%
Peer Avg (YTD)
+9.98%
vs Peers
-7.15%

JFACX Mutual Fund Performance

JFACX performance across multiple time periods: 1-month -3.21%, YTD 2.84%, 1-year 3.46%, 3-year 14.00%, 5-year 7.50%, 10-year 13.44%.

JFACX returns trail the peer average of 9.98% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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