JAFFX Mutual Fund

NAV$35.12

Returns Overview

1 Month
-0.79%
3 Months
+3.32%
6 Months
+6.13%
YTD
+8.26%
1 Year
+21.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAFFX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Wilshire 5000 Total Market Full Cap Index
This Mutual Fund (YTD)
+8.26%
Peer Avg (YTD)
+9.51%
vs Peers
-1.25%

JAFFX Mutual Fund Performance

JAFFX performance across multiple time periods: 1-month -0.79%, YTD 8.26%, 1-year 21.76%.

JAFFX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

JAFFX performance comparison shows side-by-side returns with another fund. JAFFX alternatives are available in the Mutual Fund Screener.