JAEQX Mutual Fund

JAEQX Mutual Fund

NAV$11.17
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Returns Overview

1 Month
-2.54%
3 Months
+4.81%
6 Months
+13.48%
YTD
+18.57%
1 Year
+31.94%
3 Years (annualized)
+13.22%
5 Years (annualized)
+6.84%
10 Years (annualized)
+9.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAEQX 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)
+18.57%
Peer Avg (YTD)
+15.31%
vs Peers
+3.26%

JAEQX Mutual Fund Performance

JAEQX performance across multiple time periods: 1-month -2.54%, YTD 18.57%, 1-year 31.94%, 3-year 13.22%, 5-year 6.84%, 10-year 9.49%.

JAEQX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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