JAILX Mutual Fund

JAILX Mutual Fund

NAV$14.79
See how much of JAILX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.09%
3 Months
+1.19%
6 Months
+3.35%
YTD
+4.77%
1 Year
+11.82%
3 Years (annualized)
+10.18%
5 Years (annualized)
+4.84%
10 Years (annualized)
+6.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAILX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+4.77%
Peer Avg (YTD)
+5.54%
vs Peers
-0.77%

JAILX Mutual Fund Performance

JAILX performance across multiple time periods: 1-month -1.09%, YTD 4.77%, 1-year 11.82%, 3-year 10.18%, 5-year 4.84%, 10-year 6.74%.

JAILX returns trail the peer average of 5.54% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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