JAIVX Mutual Fund

NAV$11.13

Returns Overview

1 Month
+0.18%
3 Months
+6.93%
6 Months
+5.61%
YTD
+5.31%
1 Year
+12.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAIVX 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
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1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+5.31%
Peer Avg (YTD)
+5.87%
vs Peers
-0.56%

JAIVX Mutual Fund Performance

JAIVX performance across multiple time periods: 1-month 0.18%, YTD 5.31%, 1-year 12.05%.

JAIVX returns trail the peer average of 5.87% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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