JAEEX Mutual Fund

JAEEX Mutual Fund

NAV$15.31
See how much of JAEEX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.23%
3 Months
+0.74%
6 Months
+13.92%
YTD
+13.92%
1 Year
+19.44%
3 Years (annualized)
+15.62%
5 Years (annualized)
+11.21%
10 Years (annualized)
+11.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAEEX 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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+13.92%
Peer Avg (YTD)
+9.98%
vs Peers
+3.93%

JAEEX Mutual Fund Performance

JAEEX performance across multiple time periods: 1-month -3.23%, YTD 13.92%, 1-year 19.44%, 3-year 15.62%, 5-year 11.21%, 10-year 11.25%.

JAEEX returns outperform the peer average of 9.98% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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