JAAAX Mutual Fund

NAV$17.85

Returns Overview

1 Month
-0.40%
3 Months
+2.93%
6 Months
+5.53%
YTD
+5.40%
1 Year
+9.51%
3 Years (annualized)
+6.98%
5 Years (annualized)
+4.22%
10 Years (annualized)
+4.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAAAX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
HFRX Global Hedge Fund Index(^HFRXGH)
This Mutual Fund (YTD)
+5.40%
Peer Avg (YTD)
+3.47%
vs Peers
+1.93%

JAAAX Mutual Fund Performance

JAAAX performance across multiple time periods: 1-month -0.40%, YTD 5.40%, 1-year 9.51%, 3-year 6.98%, 5-year 4.22%, 10-year 4.18%.

JAAAX returns outperform the peer average of 3.47% YTD. With an expense ratio of 1.70%, investors should weigh costs against performance when evaluating this mutual fund.

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