JOEAX Mutual Fund

NAV$17.34
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Returns Overview

1 Month
-0.28%
3 Months
+18.27%
6 Months
+19.70%
YTD
+17.41%
1 Year
+37.90%
3 Years (annualized)
+19.77%
5 Years (annualized)
+7.65%
10 Years (annualized)
+9.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JOEAX 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

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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 Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+17.41%
Peer Avg (YTD)
+23.08%
vs Peers
-5.66%

JOEAX Mutual Fund Performance

JOEAX performance across multiple time periods: 1-month -0.28%, YTD 17.41%, 1-year 37.90%, 3-year 19.77%, 5-year 7.65%, 10-year 9.65%.

JOEAX returns trail the peer average of 23.08% YTD. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

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