JAEYX Mutual Fund

JAEYX Mutual Fund

NAV$21.49
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Returns Overview

1 Month
+1.90%
3 Months
-2.33%
6 Months
+1.06%
YTD
+10.08%
1 Year
+13.90%
3 Years (annualized)
+16.90%
5 Years (annualized)
+8.04%
10 Years (annualized)
+10.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAEYX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Midcap 400 Index(MID)
This Mutual Fund (YTD)
+10.08%
Peer Avg (YTD)
+15.62%
vs Peers
-5.54%

JAEYX Mutual Fund Performance

JAEYX performance across multiple time periods: 1-month 1.90%, YTD 10.08%, 1-year 13.90%, 3-year 16.90%, 5-year 8.04%, 10-year 10.48%.

JAEYX returns trail the peer average of 15.62% YTD. With an expense ratio of 0.41%, investors should weigh costs against performance when evaluating this mutual fund.

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