JIAIX Mutual Fund

NAV$9.84

Returns Overview

1 Month
+0.04%
3 Months
+4.58%
6 Months
+4.98%
YTD
+4.77%
1 Year
+10.76%
3 Years (annualized)
+11.25%
5 Years (annualized)
+5.70%
10 Years (annualized)
+5.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JIAIX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+4.77%
Peer Avg (YTD)
+5.87%
vs Peers
-1.10%

JIAIX Mutual Fund Performance

JIAIX performance across multiple time periods: 1-month 0.04%, YTD 4.77%, 1-year 10.76%, 3-year 11.25%, 5-year 5.70%, 10-year 5.59%.

JIAIX returns trail the peer average of 5.87% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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