JALAX Mutual Fund

JALAX Mutual Fund

NAV$16.88
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Returns Overview

1 Month
+2.24%
3 Months
+0.83%
6 Months
+7.50%
YTD
+12.88%
1 Year
+20.18%
3 Years (annualized)
+16.97%
5 Years (annualized)
+7.67%
10 Years (annualized)
+10.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JALAX 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
Morningstar US Aggressive Target Allocation Index(MSUSATAI)
This Mutual Fund (YTD)
+12.88%
Peer Avg (YTD)
+7.17%
vs Peers
+5.70%

JALAX Mutual Fund Performance

JALAX performance across multiple time periods: 1-month 2.24%, YTD 12.88%, 1-year 20.18%, 3-year 16.97%, 5-year 7.67%, 10-year 10.80%.

JALAX returns outperform the peer average of 7.17% YTD. With an expense ratio of 1.43%, investors should weigh costs against performance when evaluating this mutual fund.

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