JAACX Mutual Fund

JAACX Mutual Fund

NAV$17.93
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Returns Overview

1 Month
+0.97%
3 Months
+0.91%
6 Months
+3.99%
YTD
+5.97%
1 Year
+9.61%
3 Years (annualized)
+6.21%
5 Years (annualized)
+3.65%
10 Years (annualized)
+3.47%

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
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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
HFRX Global Hedge Fund Index(^HFRXGH)
This Mutual Fund (YTD)
+5.97%
Peer Avg (YTD)
+2.39%
vs Peers
+3.59%

JAACX Mutual Fund Performance

JAACX performance across multiple time periods: 1-month 0.97%, YTD 5.97%, 1-year 9.61%, 3-year 6.21%, 5-year 3.65%, 10-year 3.47%.

JAACX returns outperform the peer average of 2.39% YTD. With an expense ratio of 2.40%, investors should weigh costs against performance when evaluating this mutual fund.

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