JAEFX Mutual Fund

JAEFX Mutual Fund

NAV$15.11
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Returns Overview

1 Month
+0.85%
3 Months
+6.34%
6 Months
+11.56%
YTD
+17.50%
1 Year
+23.66%
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
PROUpgrade to run
🏦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)
+17.50%
Peer Avg (YTD)
+11.21%
vs Peers
+6.29%

JAEFX Mutual Fund Performance

JAEFX performance across multiple time periods: 1-month 0.85%, YTD 17.50%, 1-year 23.66%, 3-year 15.35%, 5-year 10.93%, 10-year 10.98%.

JAEFX returns outperform the peer average of 11.21% 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.