JAIPX Mutual Fund

JAIPX Mutual Fund

NAV$12.92
See how much of JAIPX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.40%
3 Months
-0.78%
6 Months
-4.26%
YTD
+3.23%
1 Year
+4.06%
3 Years (annualized)
+11.35%
5 Years (annualized)
+3.44%
10 Years (annualized)
+5.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAIPX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+3.23%
Peer Avg (YTD)
+3.02%
vs Peers
+0.21%

JAIPX Mutual Fund Performance

JAIPX performance across multiple time periods: 1-month 0.40%, YTD 3.23%, 1-year 4.06%, 3-year 11.35%, 5-year 3.44%, 10-year 5.69%.

JAIPX returns outperform the peer average of 3.02% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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