JAEWX Mutual Fund

JAEWX Mutual Fund

NAV$16.74
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Returns Overview

1 Month
-5.30%
3 Months
-7.28%
6 Months
+12.52%
YTD
+12.29%
1 Year
+15.87%
3 Years (annualized)
+14.56%
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)
+12.29%
Peer Avg (YTD)
+10.34%
vs Peers
+1.95%

JAEWX Mutual Fund Performance

JAEWX performance across multiple time periods: 1-month -5.30%, YTD 12.29%, 1-year 15.87%, 3-year 14.56%, 5-year 6.72%, 10-year 10.25%.

JAEWX returns outperform the peer average of 10.34% 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.