JFNIX Mutual Fund

JFNIX Mutual Fund

NAV$95.90
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Returns Overview

1 Month
+6.94%
3 Months
+6.45%
6 Months
+17.45%
YTD
+15.07%
1 Year
+25.68%
3 Years (annualized)
+19.85%
5 Years (annualized)
+9.05%
10 Years (annualized)
+13.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JFNIX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI World Healthcare Index(MSCIWHCI)
This Mutual Fund (YTD)
+15.07%
Peer Avg (YTD)
+12.53%
vs Peers
+2.54%

JFNIX Mutual Fund Performance

JFNIX performance across multiple time periods: 1-month 6.94%, YTD 15.07%, 1-year 25.68%, 3-year 19.85%, 5-year 9.05%, 10-year 13.41%.

JFNIX returns outperform the peer average of 12.53% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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