JAEGX Mutual Fund

JAEGX Mutual Fund

NAV$15.66
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Returns Overview

1 Month
+3.26%
3 Months
+8.15%
6 Months
+13.62%
YTD
+16.69%
1 Year
+28.00%
3 Years (annualized)
+15.57%
5 Years (annualized)
+11.16%
10 Years (annualized)
+11.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAEGX 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)
+16.69%
Peer Avg (YTD)
+9.41%
vs Peers
+7.28%

JAEGX Mutual Fund Performance

JAEGX performance across multiple time periods: 1-month 3.26%, YTD 16.69%, 1-year 28.00%, 3-year 15.57%, 5-year 11.16%, 10-year 11.20%.

JAEGX returns outperform the peer average of 9.41% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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