JIASX Mutual Fund

NAV$9.95

Returns Overview

1 Month
+0.15%
3 Months
+4.71%
6 Months
+5.14%
YTD
+4.93%
1 Year
+10.99%
3 Years (annualized)
+11.17%
5 Years (annualized)
+5.71%
10 Years (annualized)
+5.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JIASX 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)
+4.93%
Peer Avg (YTD)
+5.87%
vs Peers
-0.94%

JIASX Mutual Fund Performance

JIASX performance across multiple time periods: 1-month 0.15%, YTD 4.93%, 1-year 10.99%, 3-year 11.17%, 5-year 5.71%, 10-year 5.64%.

JIASX returns trail the peer average of 5.87% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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