JAEPX Mutual Fund

JAEPX Mutual Fund

NAV$10.07
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Returns Overview

1 Month
+2.86%
3 Months
-4.95%
6 Months
-0.41%
YTD
+12.65%
1 Year
+16.60%
3 Years (annualized)
+17.09%
5 Years (annualized)
+6.77%
10 Years (annualized)
+9.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAEPX 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+12.65%
Peer Avg (YTD)
+12.21%
vs Peers
+0.44%

JAEPX Mutual Fund Performance

JAEPX performance across multiple time periods: 1-month 2.86%, YTD 12.65%, 1-year 16.60%, 3-year 17.09%, 5-year 6.77%, 10-year 9.43%.

JAEPX returns outperform the peer average of 12.21% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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