JAEDX Mutual Fund

NAV$35.60

Returns Overview

1 Month
-4.24%
3 Months
+14.16%
6 Months
+1.01%
YTD
+1.48%
1 Year
+10.98%

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
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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+1.48%
Peer Avg (YTD)
+8.97%
vs Peers
-7.49%

JAEDX Mutual Fund Performance

JAEDX performance across multiple time periods: 1-month -4.24%, YTD 1.48%, 1-year 10.98%.

JAEDX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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