JAEEX Mutual Fund

JAEEX Mutual Fund

NAV$15.08
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Returns Overview

1 Month
+0.85%
3 Months
+6.39%
6 Months
+11.69%
YTD
+17.72%
1 Year
+23.91%
3 Years (annualized)
+15.62%
5 Years (annualized)
+11.21%
10 Years (annualized)
+11.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAEEX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+17.72%
Peer Avg (YTD)
+11.21%
vs Peers
+6.51%

JAEEX Mutual Fund Performance

JAEEX performance across multiple time periods: 1-month 0.85%, YTD 17.72%, 1-year 23.91%, 3-year 15.62%, 5-year 11.21%, 10-year 11.25%.

JAEEX returns outperform the peer average of 11.21% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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