JAJAX Mutual Fund

JAJAX Mutual Fund

NAV$12.53
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Returns Overview

1 Month
-1.11%
3 Months
+1.55%
6 Months
+3.76%
YTD
+5.79%
1 Year
+14.36%
3 Years (annualized)
+10.59%
5 Years (annualized)
+5.41%
10 Years (annualized)
+6.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAJAX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+5.79%
Peer Avg (YTD)
+5.54%
vs Peers
+0.25%

JAJAX Mutual Fund Performance

JAJAX performance across multiple time periods: 1-month -1.11%, YTD 5.79%, 1-year 14.36%, 3-year 10.59%, 5-year 5.41%, 10-year 6.49%.

JAJAX returns outperform the peer average of 5.54% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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