JAEDX Mutual Fund

JAEDX Mutual Fund

NAV$36.30
See how much of JAEDX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.62%
3 Months
+2.23%
6 Months
+16.70%
YTD
+3.74%
1 Year
+5.24%
3 Years (annualized)
+19.24%
5 Years (annualized)
+8.29%
10 Years (annualized)
+15.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAEDX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+3.74%
Peer Avg (YTD)
+8.68%
vs Peers
-4.94%

JAEDX Mutual Fund Performance

JAEDX performance across multiple time periods: 1-month 1.62%, YTD 3.74%, 1-year 5.24%, 3-year 19.24%, 5-year 8.29%, 10-year 15.46%.

JAEDX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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