JAFNX Mutual Fund

NAV$15.99

Returns Overview

1 Month
+5.13%
3 Months
+10.35%
6 Months
+7.97%
YTD
+6.67%
1 Year
+8.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAFNX 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
Lipper Financial Services Index
This Mutual Fund (YTD)
+6.67%
Peer Avg (YTD)
+8.61%
vs Peers
-1.94%

JAFNX Mutual Fund Performance

JAFNX performance across multiple time periods: 1-month 5.13%, YTD 6.67%, 1-year 8.09%.

JAFNX returns trail the peer average of 8.61% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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