JAEDX Mutual Fund

JAEDX Mutual Fund

NAV$29.28
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Returns Overview

1 Month
-5.98%
3 Months
-1.26%
6 Months
-2.86%
YTD
-2.46%
1 Year
-3.88%
3 Years (annualized)
+24.66%
5 Years (annualized)
+8.29%
10 Years (annualized)
+15.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAEDX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-2.46%
Peer Avg (YTD)
+5.23%
vs Peers
-7.69%

JAEDX Mutual Fund Performance

JAEDX performance across multiple time periods: 1-month -5.98%, YTD -2.46%, 1-year -3.88%, 3-year 24.66%, 5-year 8.29%, 10-year 15.46%.

JAEDX returns trail the peer average of 5.23% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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