JAEHX Mutual Fund

JAEHX Mutual Fund

NAV$10.54
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Returns Overview

1 Month
+2.07%
3 Months
-0.85%
6 Months
-0.58%
YTD
-0.02%
1 Year
-0.58%
3 Years (annualized)
+5.53%
5 Years (annualized)
+0.46%
10 Years (annualized)
+1.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAEHX 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
Bloomberg Global Aggregate Bond (USD Hedged) Index
This Mutual Fund (YTD)
-0.02%
Peer Avg (YTD)
+1.93%
vs Peers
-1.95%

JAEHX Mutual Fund Performance

JAEHX performance across multiple time periods: 1-month 2.07%, YTD -0.02%, 1-year -0.58%, 3-year 5.53%, 5-year 0.46%, 10-year 1.97%.

JAEHX returns trail the peer average of 1.93% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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