JIAFX Mutual Fund

JIAFX Mutual Fund

NAV$9.62
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Returns Overview

1 Month
-2.69%
3 Months
-0.82%
6 Months
+3.65%
YTD
+3.77%
1 Year
+5.75%
3 Years (annualized)
+11.47%
5 Years (annualized)
+5.47%
10 Years (annualized)
+5.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JIAFX 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
PROUpgrade to run
🏦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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+3.77%
Peer Avg (YTD)
+4.96%
vs Peers
-1.19%

JIAFX Mutual Fund Performance

JIAFX performance across multiple time periods: 1-month -2.69%, YTD 3.77%, 1-year 5.75%, 3-year 11.47%, 5-year 5.47%, 10-year 5.31%.

JIAFX returns trail the peer average of 4.96% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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