JAEUX Mutual Fund

JAEUX Mutual Fund

NAV$9.97
See how much of JAEUX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-8.44%
3 Months
+4.27%
6 Months
+9.91%
YTD
+8.08%
1 Year
+9.54%
3 Years (annualized)
+13.59%
5 Years (annualized)
+1.08%
10 Years (annualized)
+12.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAEUX 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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+8.08%
Peer Avg (YTD)
+9.54%
vs Peers
-1.45%

JAEUX Mutual Fund Performance

JAEUX performance across multiple time periods: 1-month -8.44%, YTD 8.08%, 1-year 9.54%, 3-year 13.59%, 5-year 1.08%, 10-year 12.22%.

JAEUX returns trail the peer average of 9.54% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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