JAEPX Mutual Fund

NAV$11.27

Returns Overview

1 Month
+5.02%
3 Months
+18.07%
6 Months
+22.86%
YTD
+21.69%
1 Year
+34.81%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+21.69%
Peer Avg (YTD)
+18.52%
vs Peers
+3.17%

JAEPX Mutual Fund Performance

JAEPX performance across multiple time periods: 1-month 5.02%, YTD 21.69%, 1-year 34.81%.

JAEPX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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