JAAIX Mutual Fund

JAAIX Mutual Fund

NAV$18.09
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Returns Overview

1 Month
+0.61%
3 Months
+2.25%
6 Months
+3.41%
YTD
+9.00%
1 Year
+10.18%
3 Years (annualized)
+8.70%
5 Years (annualized)
+5.11%
10 Years (annualized)
+4.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAAIX 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
HFRX Global Hedge Fund Index(^HFRXGH)
This Mutual Fund (YTD)
+9.00%
Peer Avg (YTD)
+5.49%
vs Peers
+3.51%

JAAIX Mutual Fund Performance

JAAIX performance across multiple time periods: 1-month 0.61%, YTD 9.00%, 1-year 10.18%, 3-year 8.70%, 5-year 5.11%, 10-year 4.73%.

JAAIX returns outperform the peer average of 5.49% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this mutual fund.

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