JAIJX Mutual Fund

JAIJX Mutual Fund

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Returns Overview

1 Month
-0.54%
3 Months
-0.99%
6 Months
-8.35%
YTD
+6.25%
1 Year
+7.50%
3 Years (annualized)
+16.07%
5 Years (annualized)
+6.62%
10 Years (annualized)
+9.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAIJX 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
PROUpgrade to run

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)
+6.25%
Peer Avg (YTD)
+6.20%
vs Peers
+0.05%

JAIJX Mutual Fund Performance

JAIJX performance across multiple time periods: 1-month -0.54%, YTD 6.25%, 1-year 7.50%, 3-year 16.07%, 5-year 6.62%, 10-year 9.14%.

JAIJX returns outperform the peer average of 6.20% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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