JAVAX Mutual Fund

JAVAX Mutual Fund

NAV$17.53
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Returns Overview

1 Month
-0.68%
3 Months
-3.02%
6 Months
-1.06%
YTD
+8.35%
1 Year
+9.48%
3 Years (annualized)
+18.77%
5 Years (annualized)
+9.09%
10 Years (annualized)
+7.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAVAX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+8.35%
Peer Avg (YTD)
+6.20%
vs Peers
+2.15%

JAVAX Mutual Fund Performance

JAVAX performance across multiple time periods: 1-month -0.68%, YTD 8.35%, 1-year 9.48%, 3-year 18.77%, 5-year 9.09%, 10-year 7.30%.

JAVAX returns outperform the peer average of 6.20% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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