JAEMX Mutual Fund

JAEMX Mutual Fund

NAV$4.68
See how much of JAEMX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.05%
3 Months
+1.05%
6 Months
+2.34%
YTD
+3.00%
1 Year
+4.87%
3 Years (annualized)
+7.86%
5 Years (annualized)
+3.48%
10 Years (annualized)
+5.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAEMX 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 US High Yield 2% Issuer Capped Index
This Mutual Fund (YTD)
+3.00%
Peer Avg (YTD)
+2.15%
vs Peers
+0.84%

JAEMX Mutual Fund Performance

JAEMX performance across multiple time periods: 1-month 1.05%, YTD 3.00%, 1-year 4.87%, 3-year 7.86%, 5-year 3.48%, 10-year 5.22%.

JAEMX returns outperform the peer average of 2.15% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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