JAEFX Mutual Fund

JAEFX Mutual Fund

NAV$11.76
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Returns Overview

1 Month
+4.42%
3 Months
+1.83%
6 Months
+10.02%
YTD
+18.64%
1 Year
+24.92%
3 Years (annualized)
+19.95%
5 Years (annualized)
+10.93%
10 Years (annualized)
+10.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAEFX 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)
+18.64%
Peer Avg (YTD)
+9.28%
vs Peers
+9.37%

JAEFX Mutual Fund Performance

JAEFX performance across multiple time periods: 1-month 4.42%, YTD 18.64%, 1-year 24.92%, 3-year 19.95%, 5-year 10.93%, 10-year 10.98%.

JAEFX returns outperform the peer average of 9.28% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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