JFIHX Mutual Fund

NAV$7.32

Returns Overview

1 Month
-0.41%
3 Months
+1.21%
6 Months
+0.23%
YTD
+0.36%
1 Year
+2.38%
3 Years (annualized)
+6.61%
5 Years (annualized)
+4.63%
10 Years (annualized)
+4.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JFIHX 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

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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
Morningstar LSTA Leverage Loan Index
This Mutual Fund (YTD)
+0.36%
Peer Avg (YTD)
+3.23%
vs Peers
-2.87%

JFIHX Mutual Fund Performance

JFIHX performance across multiple time periods: 1-month -0.41%, YTD 0.36%, 1-year 2.38%, 3-year 6.61%, 5-year 4.63%, 10-year 4.63%.

JFIHX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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