JAAZX Mutual Fund

JAAZX Mutual Fund

NAV$16.47
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Returns Overview

1 Month
+2.21%
3 Months
+0.97%
6 Months
+7.92%
YTD
+12.52%
1 Year
+20.02%
3 Years (annualized)
+17.18%
5 Years (annualized)
+7.74%

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
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📉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
JPMorgan Global Government Bonds Unhedged Index
This Mutual Fund (YTD)
+12.52%
Peer Avg (YTD)
+8.76%
vs Peers
+3.76%

JAAZX Mutual Fund Performance

JAAZX performance across multiple time periods: 1-month 2.21%, YTD 12.52%, 1-year 20.02%, 3-year 17.18%, 5-year 7.74%.

JAAZX returns outperform the peer average of 8.76% 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.