JAEVX Mutual Fund

JAEVX Mutual Fund

NAV$13.49
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Returns Overview

1 Month
-8.46%
3 Months
+4.35%
6 Months
+10.00%
YTD
+8.20%
1 Year
+9.82%
3 Years (annualized)
+13.83%
5 Years (annualized)
+1.33%
10 Years (annualized)
+12.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAEVX 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 Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+8.20%
Peer Avg (YTD)
+9.54%
vs Peers
-1.34%

JAEVX Mutual Fund Performance

JAEVX performance across multiple time periods: 1-month -8.46%, YTD 8.20%, 1-year 9.82%, 3-year 13.83%, 5-year 1.33%, 10-year 12.49%.

JAEVX returns trail the peer average of 9.54% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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