JFARX Mutual Fund

JFARX Mutual Fund

NAV$37.93
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Returns Overview

1 Month
-3.21%
3 Months
+4.68%
6 Months
+13.10%
YTD
+3.05%
1 Year
+3.73%
3 Years (annualized)
+14.34%
5 Years (annualized)
+7.83%
10 Years (annualized)
+13.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JFARX 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)
+3.05%
Peer Avg (YTD)
+9.98%
vs Peers
-6.93%

JFARX Mutual Fund Performance

JFARX performance across multiple time periods: 1-month -3.21%, YTD 3.05%, 1-year 3.73%, 3-year 14.34%, 5-year 7.83%, 10-year 13.85%.

JFARX returns trail the peer average of 9.98% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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