JAEPX ETF

$10.24

Returns Overview

1 Month
+5.56%
3 Months
+8.21%
6 Months
+16.19%
YTD
+4.55%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would JAEPX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This ETF (YTD)
+4.55%
Peer Avg (YTD)
+3.66%
vs Peers
+0.89%

JAEPX ETF Performance

JAEPX performance across multiple time periods: 1-month 5.56%, YTD 4.55%.

JAEPX returns outperform the peer average of 3.66% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this ETF.

JAEPX performance comparison shows side-by-side returns with another fund. JAEPX alternatives are available in the ETF Screener.

Performance & Returns

Loading chart...

Performance Returns

PeriodTotal ReturnDate Range
1 Month+5.56%N/A
3 Months+8.21%N/A
6 Months+16.19%N/A

All returns shown are total returns, not annualized