JFNIX Mutual Fund

JFNIX Mutual Fund

NAV$85.73
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Returns Overview

1 Month
-4.13%
3 Months
-0.86%
6 Months
+11.82%
YTD
+7.61%
1 Year
+33.43%
3 Years (annualized)
+20.28%
5 Years (annualized)
+13.63%
10 Years (annualized)
+17.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JFNIX 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)
+7.61%
Peer Avg (YTD)
+8.76%
vs Peers
-1.15%

JFNIX Mutual Fund Performance

JFNIX performance across multiple time periods: 1-month -4.13%, YTD 7.61%, 1-year 33.43%, 3-year 20.28%, 5-year 13.63%, 10-year 17.75%.

JFNIX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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