JFNAX Mutual Fund

JFNAX Mutual Fund

NAV$83.18
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Returns Overview

1 Month
-4.15%
3 Months
-0.91%
6 Months
+11.70%
YTD
+7.44%
1 Year
+27.48%
3 Years (annualized)
+14.67%
5 Years (annualized)
+8.33%
10 Years (annualized)
+11.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JFNAX 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 World Healthcare Index(MSCIWHCI)
This Mutual Fund (YTD)
+7.44%
Peer Avg (YTD)
+8.76%
vs Peers
-1.33%

JFNAX Mutual Fund Performance

JFNAX performance across multiple time periods: 1-month -4.15%, YTD 7.44%, 1-year 27.48%, 3-year 14.67%, 5-year 8.33%, 10-year 11.83%.

JFNAX returns trail the peer average of 8.76% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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