JAOSX Mutual Fund

JAOSX Mutual Fund

NAV$62.66
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Returns Overview

1 Month
-5.58%
3 Months
-4.11%
6 Months
+2.51%
YTD
+7.67%
1 Year
+13.29%
3 Years (annualized)
+17.91%
5 Years (annualized)
+8.26%
10 Years (annualized)
+10.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAOSX 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
MSCI AC World ex-USA Index(^MSEUACWX)
This Mutual Fund (YTD)
+7.67%
Peer Avg (YTD)
+8.05%
vs Peers
-0.38%

JAOSX Mutual Fund Performance

JAOSX performance across multiple time periods: 1-month -5.58%, YTD 7.67%, 1-year 13.29%, 3-year 17.91%, 5-year 8.26%, 10-year 10.85%.

JAOSX returns trail the peer average of 8.05% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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