JAALX Mutual Fund

NAV$11.18

Returns Overview

1 Month
+1.75%
3 Months
+5.21%
6 Months
+4.92%
YTD
+12.23%
1 Year
+6.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAALX 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
JH Multi-Index 2065 Preservation Custom Index
This Mutual Fund (YTD)
+12.23%
Peer Avg (YTD)
+10.49%
vs Peers
+1.74%

JAALX Mutual Fund Performance

JAALX performance across multiple time periods: 1-month 1.75%, YTD 12.23%, 1-year 6.54%.

JAALX returns outperform the peer average of 10.49% YTD. With an expense ratio of 0.42%, investors should weigh costs against performance when evaluating this mutual fund.

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