JAOSX Mutual Fund

NAV$66.00

Returns Overview

1 Month
+0.98%
3 Months
+14.82%
6 Months
+14.94%
YTD
+13.69%
1 Year
+27.65%
3 Years (annualized)
+17.12%
5 Years (annualized)
+9.73%
10 Years (annualized)
+12.58%

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
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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI AC World ex-USA Index(^MSEUACWX)
This Mutual Fund (YTD)
+13.69%
Peer Avg (YTD)
+9.13%
vs Peers
+4.56%

JAOSX Mutual Fund Performance

JAOSX performance across multiple time periods: 1-month 0.98%, YTD 13.69%, 1-year 27.65%, 3-year 17.12%, 5-year 9.73%, 10-year 12.58%.

JAOSX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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