JAEEX Mutual Fund

JAEEX Mutual Fund

NAV$15.47
See how much of JAEEX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.23%
3 Months
+8.10%
6 Months
+13.62%
YTD
+16.73%
1 Year
+28.03%
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
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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+16.73%
Peer Avg (YTD)
+9.41%
vs Peers
+7.32%

JAEEX Mutual Fund Performance

JAEEX performance across multiple time periods: 1-month 3.23%, YTD 16.73%, 1-year 28.03%, 3-year 15.62%, 5-year 11.21%, 10-year 11.25%.

JAEEX returns outperform the peer average of 9.41% YTD. With an expense ratio of 0.73%, 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.