JAEOX Mutual Fund

JAEOX Mutual Fund

NAV$4.63
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Returns Overview

1 Month
-0.15%
3 Months
-1.94%
6 Months
-1.55%
YTD
-0.15%
1 Year
+0.66%
3 Years (annualized)
+7.85%
5 Years (annualized)
+3.22%
10 Years (annualized)
+4.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAEOX 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 US High Yield 2% Issuer Capped Index
This Mutual Fund (YTD)
-0.15%
Peer Avg (YTD)
+1.93%
vs Peers
-2.08%

JAEOX Mutual Fund Performance

JAEOX performance across multiple time periods: 1-month -0.15%, YTD -0.15%, 1-year 0.66%, 3-year 7.85%, 5-year 3.22%, 10-year 4.95%.

JAEOX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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