JAEYX Mutual Fund

NAV$24.66

Returns Overview

1 Month
+3.56%
3 Months
+14.37%
6 Months
+17.11%
YTD
+15.50%
1 Year
+25.33%
3 Years (annualized)
+14.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAEYX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P Midcap 400 Index(MID)
This Mutual Fund (YTD)
+15.50%
Peer Avg (YTD)
+10.82%
vs Peers
+4.69%

JAEYX Mutual Fund Performance

JAEYX performance across multiple time periods: 1-month 3.56%, YTD 15.50%, 1-year 25.33%, 3-year 14.92%.

JAEYX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.41%, investors should weigh costs against performance when evaluating this mutual fund.

JAEYX performance comparison shows side-by-side returns with another fund. JAEYX alternatives are available in the Mutual Fund Screener.