JAEOX Mutual Fund

NAV$5.03

Returns Overview

1 Month
-0.20%
3 Months
+0.40%
6 Months
+1.21%
YTD
+1.82%
1 Year
+5.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAEOX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg US High Yield 2% Issuer Capped Index
This Mutual Fund (YTD)
+1.82%
Peer Avg (YTD)
+3.23%
vs Peers
-1.41%

JAEOX Mutual Fund Performance

JAEOX performance across multiple time periods: 1-month -0.20%, YTD 1.82%, 1-year 5.37%.

JAEOX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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