JAEZX Mutual Fund

JAEZX Mutual Fund

NAV$23.36
See how much of JAEZX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.44%
3 Months
+3.42%
6 Months
+9.73%
YTD
+12.61%
1 Year
+20.13%
3 Years (annualized)
+12.21%
5 Years (annualized)
+7.77%
10 Years (annualized)
+10.21%

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
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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Midcap 400 Index(MID)
This Mutual Fund (YTD)
+12.61%
Peer Avg (YTD)
+9.54%
vs Peers
+3.07%

JAEZX Mutual Fund Performance

JAEZX performance across multiple time periods: 1-month -2.44%, YTD 12.61%, 1-year 20.13%, 3-year 12.21%, 5-year 7.77%, 10-year 10.21%.

JAEZX returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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