JAVAX Mutual Fund

NAV$18.61

Returns Overview

1 Month
-1.68%
3 Months
+5.87%
6 Months
+10.53%
YTD
+9.59%
1 Year
+29.09%
3 Years (annualized)
+19.72%
5 Years (annualized)
+10.24%
10 Years (annualized)
+7.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAVAX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+9.59%
Peer Avg (YTD)
+5.58%
vs Peers
+4.01%

JAVAX Mutual Fund Performance

JAVAX performance across multiple time periods: 1-month -1.68%, YTD 9.59%, 1-year 29.09%, 3-year 19.72%, 5-year 10.24%, 10-year 7.70%.

JAVAX returns outperform the peer average of 5.58% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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