JAEWX Mutual Fund

JAEWX Mutual Fund

NAV$16.09
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Returns Overview

1 Month
+0.60%
3 Months
-3.81%
6 Months
+0.90%
YTD
+12.96%
1 Year
+14.49%
3 Years (annualized)
+20.27%
5 Years (annualized)
+6.72%
10 Years (annualized)
+10.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAEWX 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 Index(^RUT)
This Mutual Fund (YTD)
+12.96%
Peer Avg (YTD)
+12.21%
vs Peers
+0.75%

JAEWX Mutual Fund Performance

JAEWX performance across multiple time periods: 1-month 0.60%, YTD 12.96%, 1-year 14.49%, 3-year 20.27%, 5-year 6.72%, 10-year 10.25%.

JAEWX returns outperform the peer average of 12.21% YTD. With an expense ratio of 0.48%, investors should weigh costs against performance when evaluating this mutual fund.

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