JAAZX Mutual Fund

JAAZX Mutual Fund

NAV$16.68
See how much of JAAZX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.69%
3 Months
+3.24%
6 Months
+7.46%
YTD
+10.08%
1 Year
+20.24%
3 Years (annualized)
+15.08%
5 Years (annualized)
+7.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAAZX 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)
+10.08%
Peer Avg (YTD)
+6.99%
vs Peers
+3.09%

JAAZX Mutual Fund Performance

JAAZX performance across multiple time periods: 1-month -1.69%, YTD 10.08%, 1-year 20.24%, 3-year 15.08%, 5-year 7.71%.

JAAZX returns outperform the peer average of 6.99% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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