JOAXX Mutual Fund

NAV$1.00

Returns Overview

1 Month
+0.18%
3 Months
+0.60%
6 Months
+1.02%
YTD
+1.02%
1 Year
+2.24%
3 Years (annualized)
+2.74%
5 Years (annualized)
+2.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JOAXX 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 WORLD Net Total Return CAD(MSWO)
This Mutual Fund (YTD)
+1.02%
Peer Avg (YTD)
+1.70%
vs Peers
-0.68%

JOAXX Mutual Fund Performance

JOAXX performance across multiple time periods: 1-month 0.18%, YTD 1.02%, 1-year 2.24%, 3-year 2.74%, 5-year 2.06%.

JOAXX returns trail the peer average of 1.70% YTD. With an expense ratio of 0.26%, investors should weigh costs against performance when evaluating this mutual fund.

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