JAJLX Mutual Fund

JAJLX Mutual Fund

NAV$23.54
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Returns Overview

1 Month
+3.54%
3 Months
+11.68%
6 Months
+16.11%
YTD
+15.70%
1 Year
+19.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAJLX 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
Dow Jones US Select REIT Index(DWUSRTF)
This Mutual Fund (YTD)
+15.70%
Peer Avg (YTD)
+9.51%
vs Peers
+6.20%

JAJLX Mutual Fund Performance

JAJLX performance across multiple time periods: 1-month 3.54%, YTD 15.70%, 1-year 19.13%.

JAJLX returns outperform the peer average of 9.51% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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