JAEJX Mutual Fund

JAEJX Mutual Fund

NAV$10.86
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Returns Overview

1 Month
+2.15%
3 Months
-0.81%
6 Months
-0.45%
YTD
+0.19%
1 Year
-0.36%
3 Years (annualized)
+5.75%
5 Years (annualized)
+0.68%
10 Years (annualized)
+2.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAEJX 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)
+0.19%
Peer Avg (YTD)
+1.93%
vs Peers
-1.74%

JAEJX Mutual Fund Performance

JAEJX performance across multiple time periods: 1-month 2.15%, YTD 0.19%, 1-year -0.36%, 3-year 5.75%, 5-year 0.68%, 10-year 2.18%.

JAEJX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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