JAEHX Mutual Fund

JAEHX Mutual Fund

NAV$10.87
See how much of JAEHX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.91%
3 Months
+0.28%
6 Months
+0.28%
YTD
+0.84%
1 Year
+3.95%
3 Years (annualized)
+4.07%
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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+0.84%
Peer Avg (YTD)
+0.12%
vs Peers
+0.72%

JAEHX Mutual Fund Performance

JAEHX performance across multiple time periods: 1-month -0.91%, YTD 0.84%, 1-year 3.95%, 3-year 4.07%, 5-year 0.46%, 10-year 1.97%.

JAEHX returns outperform the peer average of 0.12% 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.