JAEFX Mutual Fund

NAV$15.53

Returns Overview

1 Month
+2.13%
3 Months
+12.95%
6 Months
+13.99%
YTD
+12.86%
1 Year
+22.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAEFX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+12.86%
Peer Avg (YTD)
+9.51%
vs Peers
+3.35%

JAEFX Mutual Fund Performance

JAEFX performance across multiple time periods: 1-month 2.13%, YTD 12.86%, 1-year 22.79%.

JAEFX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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