JAAVX Mutual Fund

JAAVX Mutual Fund

NAV$16.74
See how much of JAAVX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.69%
3 Months
+3.36%
6 Months
+7.59%
YTD
+10.35%
1 Year
+20.69%
3 Years (annualized)
+15.46%
5 Years (annualized)
+8.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAAVX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
JPMorgan Global Government Bonds Unhedged Index
This Mutual Fund (YTD)
+10.35%
Peer Avg (YTD)
+6.99%
vs Peers
+3.36%

JAAVX Mutual Fund Performance

JAAVX performance across multiple time periods: 1-month -1.69%, YTD 10.35%, 1-year 20.69%, 3-year 15.46%, 5-year 8.14%.

JAAVX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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