JFIAX Mutual Fund

JFIAX Mutual Fund

NAV$7.27
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Returns Overview

1 Month
+0.10%
3 Months
+1.42%
6 Months
+3.11%
YTD
+2.17%
1 Year
+2.65%
3 Years (annualized)
+6.02%
5 Years (annualized)
+4.70%
10 Years (annualized)
+4.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JFIAX 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
Morningstar LSTA Leverage Loan Index
This Mutual Fund (YTD)
+2.17%
Peer Avg (YTD)
+0.50%
vs Peers
+1.67%

JFIAX Mutual Fund Performance

JFIAX performance across multiple time periods: 1-month 0.10%, YTD 2.17%, 1-year 2.65%, 3-year 6.02%, 5-year 4.70%, 10-year 4.35%.

JFIAX returns outperform the peer average of 0.50% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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