JFEAX Mutual Fund

JFEAX Mutual Fund

NAV$22.45
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Returns Overview

3 Months
-2.21%
6 Months
+4.40%
YTD
+12.75%
1 Year
+23.83%
3 Years (annualized)
+27.11%
5 Years (annualized)
+15.48%
10 Years (annualized)
+10.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JFEAX 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
Msci Eafe Value Index(.dMIEA0000VNUS)
This Mutual Fund (YTD)
+12.75%
Peer Avg (YTD)
+7.13%
vs Peers
+5.62%

JFEAX Mutual Fund Performance

JFEAX performance across multiple time periods: YTD 12.75%, 1-year 23.83%, 3-year 27.11%, 5-year 15.48%, 10-year 10.52%.

JFEAX returns outperform the peer average of 7.13% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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