JAACX Mutual Fund

NAV$17.83

Returns Overview

1 Month
-0.45%
3 Months
+2.69%
6 Months
+5.15%
YTD
+4.96%
1 Year
+8.69%
3 Years (annualized)
+6.22%
5 Years (annualized)
+3.49%
10 Years (annualized)
+3.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAACX 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
HFRX Global Hedge Fund Index(^HFRXGH)
This Mutual Fund (YTD)
+4.96%
Peer Avg (YTD)
+3.47%
vs Peers
+1.48%

JAACX Mutual Fund Performance

JAACX performance across multiple time periods: 1-month -0.45%, YTD 4.96%, 1-year 8.69%, 3-year 6.22%, 5-year 3.49%, 10-year 3.45%.

JAACX returns outperform the peer average of 3.47% YTD. With an expense ratio of 2.40%, investors should weigh costs against performance when evaluating this mutual fund.

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