JAEKX Mutual Fund

JAEKX Mutual Fund

NAV$11.06
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Returns Overview

1 Month
-0.81%
3 Months
+0.36%
6 Months
+0.46%
YTD
+1.01%
1 Year
+4.30%
3 Years (annualized)
+4.37%
5 Years (annualized)
+0.74%
10 Years (annualized)
+2.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAEKX 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)
+1.01%
Peer Avg (YTD)
+0.12%
vs Peers
+0.89%

JAEKX Mutual Fund Performance

JAEKX performance across multiple time periods: 1-month -0.81%, YTD 1.01%, 1-year 4.30%, 3-year 4.37%, 5-year 0.74%, 10-year 2.23%.

JAEKX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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