JAEFX Mutual Fund

JAEFX Mutual Fund

NAV$15.52
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Returns Overview

1 Month
+3.24%
3 Months
+8.05%
6 Months
+13.49%
YTD
+16.51%
1 Year
+27.71%
3 Years (annualized)
+15.35%
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)
+16.51%
Peer Avg (YTD)
+9.41%
vs Peers
+7.10%

JAEFX Mutual Fund Performance

JAEFX performance across multiple time periods: 1-month 3.24%, YTD 16.51%, 1-year 27.71%, 3-year 15.35%, 5-year 10.93%, 10-year 10.98%.

JAEFX returns outperform the peer average of 9.41% YTD. With an expense ratio of 0.98%, 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.