JAAVX Mutual Fund

JAAVX Mutual Fund

NAV$16.51
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Returns Overview

1 Month
-1.92%
3 Months
-1.39%
6 Months
+13.53%
YTD
+10.69%
1 Year
+14.46%
3 Years (annualized)
+17.55%
5 Years (annualized)
+8.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAAVX 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
JPMorgan Global Government Bonds Unhedged Index
This Mutual Fund (YTD)
+10.69%
Peer Avg (YTD)
+7.09%
vs Peers
+3.60%

JAAVX Mutual Fund Performance

JAAVX performance across multiple time periods: 1-month -1.92%, YTD 10.69%, 1-year 14.46%, 3-year 17.55%, 5-year 8.17%.

JAAVX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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