JAETX Mutual Fund

JAETX Mutual Fund

NAV$11.30
See how much of JAETX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-6.23%
3 Months
-7.35%
6 Months
-3.35%
YTD
+0.23%
1 Year
+0.32%
3 Years (annualized)
+17.49%
5 Years (annualized)
+1.27%
10 Years (annualized)
+12.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAETX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+0.23%
Peer Avg (YTD)
+15.62%
vs Peers
-15.39%

JAETX Mutual Fund Performance

JAETX performance across multiple time periods: 1-month -6.23%, YTD 0.23%, 1-year 0.32%, 3-year 17.49%, 5-year 1.27%, 10-year 12.44%.

JAETX returns trail the peer average of 15.62% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

JAETX vs another fund shows side-by-side returns. JAETX alternatives are available in the Mutual Fund Screener.