JAEZX Mutual Fund

JAEZX Mutual Fund

NAV$24.38
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Returns Overview

1 Month
+3.56%
3 Months
+14.28%
6 Months
+16.93%
YTD
+15.43%
1 Year
+25.07%
3 Years (annualized)
+14.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAEZX 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
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📉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
S&P Midcap 400 Index(MID)
This Mutual Fund (YTD)
+15.43%
Peer Avg (YTD)
+10.82%
vs Peers
+4.61%

JAEZX Mutual Fund Performance

JAEZX performance across multiple time periods: 1-month 3.56%, YTD 15.43%, 1-year 25.07%, 3-year 14.63%.

JAEZX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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